Our Approach

One of the keys to financial success is to be educated beyond marketing by Banks, Government, and Financial Institutions. Another, is to make financial decisions as a whole rather than one at a time over the course of life. Wain Financial Strategies knows that in order to break these norms and pursue financial independence for individuals and their families, as a company we needed to be a source of information people could rely on. 

Lifetime Economic Acceleration Process or LEAP for short is a model/software used to help create a basis for every one of your financial decisions. It's a diagram that allows Wain Financial Strategies to give a clear picture of where all your hard earned money is being held to easily observe on one page. With the built in software it allows to show calculations and movement of money from one financial product to another. For example, money could be currently held in a Certificate of Deposit, but you want to consider putting it into your Traditional IRA or Municiple bonds.  The program could do a side by side comparison which would provide an in-depth analysis of each product an the affects erosion factors have on them over time.  

The erosion factors that affect money are as follow inflation, taxes, technological change, planned obsolescence, financial expenses, lost opportunity costs, interest declines, stock market declines, loans/interest charges, and lawsuits. The analysis this software provides gives you the education you need to make smart financial decisions, because you weigh all factors that can affect your money.  

In closing, a crucial part of our approach using this model & software is creating what is call "velocity of money".  Velocity of money is the average frequency with which a dollar may be spent, utilized, or from which benefits are received. Achieving an increased velocity of money within one's personal economy typically results in additional wealth, income, and other benefits.  Wain Financial Strategies uses the model and software to create a financial plan that incorporates the goal of improving one's velocity of money. 

Contact us to learn more!