Our Approach

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Our 4 Step Process

We leverage a thorough planning process to ensure we address everything that’s important to you, along with a few components you may not have even considered yet. Our objective is to give you a comprehensive plan that marries your values, desires, and goals with practical financial decisions, ultimately leading you to experience your best life. This planning process is ideally suited for people with a minimum of $250K investable assets.

1

Discover & Determine

  • Review your goals, objectives, priorities, and current financial situation to clearly understand where you are now and where you want to go.
  • Use that information to determine exactly what you need and what it will cost.
  • Review our process and services with you so we can both determine if we’re a good fit for each other.
2

Assess & Organize

  • Examine all the details once you decide to move forward.
  • Assess your cash flow and tax implications, analyze risks, and generally organize your financial world.
  • Help you gain a clearer understanding of your net worth and create a comprehensive plan to help you accomplish your goals.
3

Deliver & Review

  • Review all our recommendations with you and ensure you feel comfortable moving forward.
  • Finalize your plan and begin working on the steps to implement it. 
  • Optimize your cash flow, ensure your investments are in line with your risk profile, and provide solutions for any gaps in your current strategies.
4

Serve & Support

  • Continue to help you implement the tax and wealth management strategies we discussed in step 3.
  • Offer ongoing advice and education and communicate regularly to ensure you have the support you need in every season.
  • Review and adjust your plan as needed to suit the fluid nature of your life.