Our Process

Infographic titled "5 Step Process to Elevated Success" by Sands Planning Group. Step 1: Set Goals. Step 2: Assess Situation. Step 3: Navigate Options. Step 4: Develop Solutions. Step 5: Sustain Success. Features a bird logo and uses black and gold colors.

SANDS PLANNING PROCESS

Our team collaborates with seasoned professionals to design and implement bespoke financial strategies tailored to your unique priorities, lifestyle, and ambitions. Through our refined five-step process, we establish a clear course and provide ongoing guidance to ensure the seamless realization of your long-term goals.

Golden chess pieces on a chessboard with a dark background.
“Good planning and hard work lead to prosperity, but hasty shortcuts lead to poverty”
— Proverbs 21:5

  • No cookie-cutter strategies here. We dive deep to create personalized plans that align with your unique goals and values.

  • We provide comprehensive planning to align every aspect of your life and business. This includes financial planning, business coaching, legacy-building, investment strategies, risk management, tax optimization, cash flow management, and legal support. Our goal is to ensure all elements work together seamlessly for your long-term success.

  • With decades of experience helping high-achievers simplify complex challenges, our team provides clarity and actionable strategies to help you thrive.

  • Your success is our priority. We’re here to guide, support, and help you make the most of every decision.

Illuminated light bulb containing US dollar bills inside on a dark background.

At Sands Planning Group, we believe that true success is built upon the pillars of faith, family, and health. These are the foundations that shape every decision we make and every action we take. Without a strong sense of purpose, deep connections with loved ones, and a commitment to our well-being, no amount of wealth or achievement can bring lasting fulfillment.

In the fast-paced world we live in, time is one of our most precious assets. The choices we make today will determine the life we lead tomorrow. We often find ourselves looking back, wishing we had taken different steps, but the truth is, the life you want five years from now starts with the steps you take today.

When you focus on what truly matters, your faith, your family, and your health, you unlock the ability to grow not only in wealth but in wisdom and fulfillment. Your path to success doesn’t have to be built on regret or missed opportunities. Instead, it can be a journey of purposeful actions that lead to a life of balance, joy, and legacy.

So, let’s not wait for the perfect moment or dwell in the past. Let’s make today the first step toward the life you deserve.

Norwaseh Gborplay

CEO & Co-Founder Sands Planning Group

Family walking on the beach, with a child on a man's shoulders and another child holding a woman's hand, smiling.
Infographic by Sands Planning Group showing a central focus on 'You' connecting 'Your Businesses' and 'Your Family', with services including CPA, Attorney, Investment Advisor, Insurance Agent, Banker, and Group Benefits, emphasized by the phrase 'Elevate Your Wealth, Simplify Your Life.'

We act as your primary point of contact, your financial “point person”, ensuring every piece of your financial, business, and personal plan is seamlessly coordinated. Much like a primary care provider in healthcare, we oversee and connect all the specialists working on your behalf, from CPAs and estate planners to investment advisors and business consultants.

Our goal is to eliminate gaps, provide and align strategies, and ensure clear communication between everyone involved. As your life and goals evolve, we’re here to adapt your plan and keep every expert on the same page, so you can stay focused on what matters most: achieving your elevated vision for success.