Why the word Accountability? Once the 3-phase process is complete, there is a Strategic Chart for Success (some call it an action plan, or strategic plan). Within this Chart there are goals and timelines established. There are assigned tasks amongst the various participants, the advisor (ARS), the employer (you) and certain employees within both entities. We are accountable amongst each other for the success of the plan. Our client holds us accountable to meet established timelines; we hold our client accountable for providing the data necessary to ensure success. Once complete, you and ARS are accountable to use the new Strategic Chart to help recruit, retain, reward and retire employees. And, the employees are accountable to you to be as productive as possible and help the you meet your financial objectives.

3-5 Year Plan: The Accountability Evolution is not a static process. We try to establish client goals for a minimum of 3 to 5 years. Not only do we provide quarterly reviews, and mid-year assessments, but we re-evaluate our past decisions and make any necessary adjustments along the way. As we near the end of the initial strategic plan, we begin working on the next 3-5 year plan.