THE PROVEN PROCESS™

THE PROVEN PROCESS™ is a proprietary six-domain coaching and planning system used to identify, protect, expand, and enhance an individual’s status across the key categories of living. It provides a structured, diagnostic methodology that helps clients and team members establish goals, track progress, and align decision-making across six areas: 1. Perspective — Your Mind: Awareness · Knowledge · Philosophy · Spirituality · Wisdom · Gratitude 2. Relationships — Your Interaction with Others: Quantity · Access · Diversity · Duration · Quality 3. Opportunity — Your Freedom of Time: Rest · Cultivation of Interests · Hobbies · Skills 4. Vitality — Your Health: Mobility · Strength · Energy · Longevity 5. Engagement — Your Interaction with the World: Memories · Experiences · Religion · Charity · Career · Service · Fulfillment 6. Needs & Wants — Your Possessions, Protections, Values, Goals & Money: Home · Food · Stuff · Esteem · Confidence · Contribution · Desires · Passion · Goals · Money ******** Intended Owner: Emerald IP Holdings, LLC, wholly owned and controlled by Matthew S. Clement ******** First Use in Commerce: September 22, 2022 (First used with clients on this date) ******** Class: Advisory frameworks, coaching systems, financial planning methodologies, behavioral guidance systems, and related educational content. ******** The framework is designed for use in financial planning, behavioral coaching, household strategy, team development, and personal operating systems. It is used as a standalone guidance structure and also functions in place of, or in addition to, Dan Sullivan’s R-Factor Question and DOS framework, providing a more structured and category-specific methodology. ********

Nov 25, 2025, 2:28:44 AM