Our Process

Designing your Strategic Blueprint

The path towards your financial future requires a clear vision, a detailed plan, and a dynamic team.  Taking every factor of this important process into account, we construct powerful blueprints for building and retaining wealth.  Our innovative approach includes estate planning, investment strategies, and business succession planning.

Phase One The Foundation Dialogue

The process starts with a meeting to capture your personal and financial goals and identify obstacles and opportunities. We clarify and document how you measure success, how we will best work together, and ensure we build a Strategic Blueprint that best suits your core personal and financial needs.

 

 

Phase Two The Strategic Blueprint

Once your goals have been established and financial documents collected, we will present an overview of your current financial assessment. The Strategic Blueprint outlines the financial focus areas we will address and how we will manage specific deliverables and timelines.

 

 

Phase Three The Goals Navigator

We work together regarding your unique personal and financial goals.  We discuss your vision for the future, your current situation, and how we work towards achieving that vision through four focus areas including:  Estate, Investment, Financial Independence, and Business Exit Planning

 

 

Phase Four The Solutions Activator

Having completed the focused planning components, we move into the implementation phase of your Strategic Blueprint. Collaborating with your tax and legal advisors as needed, we deploy the wealth solutions in a timely and efficient manner.

 

 

Phase Five – The Wealth Inspection

We meet regularly to reflect, review, and discuss your plans. To best serve you and your family, we continually provide dynamic, relevant financial strategies that evolve with your changing needs and goals.

 

• Annual schedule of events

• Regular reviews of all financial vehicles

• Legacy Plan review

• Vaulting of important documents

• Tax law review and strategy alignment

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