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What We Do

At the core of what we do is our commitment to comprehensive financial planning and advice.

We believe families today should not anticipate a successful financial journey, especially across multiple crossover points, without a comprehensive wealth plan and the guidance of a trusted advisor

Our comprehensive approach can help you in these 6 areas


Organization

We'll help you bring order to your financial life

Accountability

We'll help you follow through on your financial commitments

Objectivity

We'll provide insight from the outside to help you avoid making emotional decisions about money

Proactivity

We'll help you anticipate the potential crossover points in your life so you're better prepared when they arrive

Education

We'll provide the specific knowledge you'll need to make informed decisions

Partnership

We'll work with you to help you achieve the things that are most important to you and your family

Our wealth planning process helps us determine whether your financial decisions are consistent with your goals, and because of it's structure and flexibility, we are able to address the specific needs of each client.

Determine if we can help

The first step is to get to know each other. This will help us determine if we can help you and if you want our help. We want to learn more about your personal situation, what you value, your goals and dreams, where you are in relation to various crossover points, and about your prior investment and financial planning advice experiences.

If it makes sense to move forward, can then formalize the wealth planning "engagement".

Identify and prioritize what's important

In this step we'll begin collecting data, structuring your goals and determining which crossover points are most likely to impact you and your family.

Analyze and forecast where it looks like you're headed.

In this step, we want to see where the numbers take us and begin determining if there are gaps in your plan and ways to can close them

Develop our recommendations

This is where your wealth plan begins to take shape and we can begin to discuss possible adjustments

Present our recommendations

In this step, we'll help you understand how we came to our recommendations, the assumptions we used, the timing and priority of the recommendation and how prepared you are for your next possible Crossover Point.

Implement our recommendations with your approval

Plans tend to sit on shelves and are ignored and completing the plan is only part of our responsibility to you. This is where we set the plan in motion.

Monitoring your progress.

Completing the initial wealth plan is only the first step. Our ongoing wealth planning arrangement provides an annual wealth forecast, (along with regular access to your advisor) where we revisit your progress and re-calculate the potential outcomes using our sophisticated wealth forecasting software.

Financial planning, account aggregation, goal setting and addressing other important areas of your finances that go beyond investing, are offered for a separate fee (flat, hourly, monthly or in combination) or can be bundled with your asset management fees.* 

*A household minimum investment amount of $250,000 may apply for bundled services

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