OUR PROCESS

We have a holistic approach to wealth management, financial planning and estate planning. And through our process, we uncover your entire story to identify needs, and plan and execute accordingly.


1

It all starts with a conversation
We listen–really listen–to understand how you’re wired, what you love, what you can do without, and what keeps you up at night. We’ll discuss how you think about money, where you see yourself in the future and how you want to be remembered. It’s all done to get a clear sense of your needs and goals. How else can we design a plan that only works for you?

2

Examine Data
Once we agree we’re a good fit for each other, we get further details by examining your current financial situation and data points. Then the real work starts.

3

Plan Creation
We create a financial plan custom-tailored to your DNA. We curate the right resources from investments and tax planning, to risk management and insurance– all with your unique situation in mind. You don’t need more choices. You just need the right ones.

Throughout our plan ideation, we consider the entire life cycle of needs including protection of income and assets, accumulation, distribution and legacy planning. We avoid all strategies that are opaque, untested through economic market cycles, have excessive costs, or lack multiple decades of experience.

4

Communication
We’ll walk you through your plan to make sure you know exactly what’s going on and that you’re comfortable with it. Your input is critical here as action items are initiated.

5

Reviews and Ongoing Monitoring
We have an initial 90-day review to revisit the goals and make sure the plan is working hard. But just because the plan is firing on all cylinders doesn’t mean we can rest. A crucial component of our job is overseeing your plan as you move through life, with different situations and goals emerging. We continue to review, monitor and update accordingly including holding plan reviews with you and providing performance summaries.