The Agendum Model​
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Our years of experience both providing advisory services as well as being seniors ourselves, has taught us a lot about aging, health, family, finances and those opportunities and challenges we talk about. That experience brought us to develop our Agendum Model for creating an outline for what's most important in creating a personal plan for us all.
The things that we consider "most important" are the six Focus Areas of The Agendum Model which are: Mental Focus, Physical Focus, Environs Focus, Connection Focus, Legal Focus, and Financial Focus.
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It's important to note that dependent on your age, the opportunities and challenges in life will continue to change as we grow older, which is why we've created individual plans that respond to those ongoing life changes.
As we develop your Personal Plan with you, our discussions will consider all of these focus areas in depth over our time together.
