Our Process

We start with your life and plan your wealth around it.




Getting To Know You

Everything begins with you. The goal is to engage and immerse you in the process. It starts with a conversation to learn about you, your family, your work life, and personal life. We focus on your short-term and long-term goals and priorities and build plans to help achieve them.

Team at Reception Horizontal.jpgWe research your situation to better understanding your:

  • Aspirations and priorities

  • Risk tolerance

  • Assets & liabilities

  • Sources of income and cash flows

  • Tax exposure

  • Liquidity needs

  • Retirement goals

  • Estate investment planning needs

  • Risk management and insurance needs including, life, long-term care, and disability



Building Your Plan

Next, we combine our planning experience with sophisticated tools and planning technology. Our goal is to provide you with a 360-degree view of your financial life and an assessment of your current situation. We do a deep dive into your financial situation to better plan for potential tax implications, estate planning needs, risk management gaps, asset allocation requirements, concentrated stock positions and family wealth concerns. 

If needed, we are happy to coordinate with or introduce you to estate planning, insurance or legal specialists.


 

Total commitment to improving your financial life is the key to our success.



Tracking Your Progress

We continue to stay in touch to follow your progress and consider your situation so we can adjust your plan according to changes in your life. By tracking your integrated strategies against your documented plan, you’ll always be able to easily answer the question, “How am I doing?”