The Holistic Planning Process™
Client First is committed to holistic planning, strategically aligning a client’s financial, insurance, tax and legal goals and objectives through a well-coordinated holistic plan with the appropriately licensed experts. Client First has Certified Financial Planners to strategically plan and coordinate all the financial efforts.

The Adaptiv Investment Management System™ (AIM System)
In coordination with the Bucket Plan ™ and Holistic Planning ™ is the Adaptiv Investment Management System ™ a money management approach for identifying market leadership, risks, price, and designed to consistently participate in themes of strength.
