Our Process
LISTENING SESSION
Our first goal is to develop a true understanding of who you are as a person, establish why money is important to your family, prioritize your goals and gather information to assess your current situation.
1
STRATEGY DEVELOPMENT
We will closely analyze your financial information to identify gaps and issues. We will look where you are, where you want to be and how we can maximize the probability of helping you reach your financial goals.
2
INVESTMENT & TAX PLANNING MEETING
We will present our findings and our recommendations for how we can bridge the gaps in order to reach your goals. We will clearly explain our investment process and tax planning recommendations. This will form the foundation for all of our work together.
3
LEGACY PLANNING MEETING
We engage our professional network to begin working on advanced planning issues (complex tax reduction, wealth transfer, family protection, and estate and legacy planning).
4
STRATEGY SUMMARY MEETING
After your wealth strategy has been executed, we will meet again to summarize everything we have discussed and implemented. We will set up online access to your wealth solutions center. From here, we will be constantly monitoring and adjusting as needed.
5
STRATEGY UPDATE AND PROGRESS SESSION
We want to make sure that we always have the most up-to-date understanding of your personal situation. Our periodic wealth strategy sessions will ensure as your life unfolds and changes, our proven wealth process and strategy will evolve with you.
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