What are the 3Rs?
We’ve worked with business owners for over three decades and believe the 3Rs Framework can help you with your financial decisions – both for your business but also for yourself — to create and manage your financial freedom.
The concept of the 3Rs analysis is simple. The 3Rs is a profit paradigm for owners to use in their business, with the goal to achieve personal financial freedom from their business. For every dollar of profit generated by a business, you (as owner) have three choices: Reward, Reinvest, Repurpose.
What’s the Process?
To build your custom plan we begin a process with your journey at the heart of it. It’s important that you see yourself at the center of the plan – your goals and your story will be the most impactful step in shaping your plan.
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First, we’ll build and clarify Your Narrative. This sets the vision for success, exit and value creation; all rooted in the values and principles important to you.
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Next, we’ll help assess and prioritize Your Risk. We’ll look from both the perspective of your business and for you personally, to uncover possible gaps in alignment.
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Lastly, we’ll create Your Dynamic Plan, rooted in the strategic direction of your business; and with recommendations about reinvesting in the business and creating diversified personal wealth.

The 3Rs™ Process: Dynamic & Accountable
Our process is designed to be dynamic and responsive. Once we complete discovery and set the course, we build check points going forward for accountability and real-time adjustments.