Discovery
We start by getting to know you, your goals, concerns and financial profile. By gathering appropriate information and having meaningful conversations, we can understand your overall circumstances and begin to address issues or determine opportunities within your unique situation.
Solutions
We then develop a plan designed to preserve, manage and, ultimately, transfer our clients’ personal wealth based on our Discovery phase. In this step we identify strategies best suited to support a client’s specific circumstances and agree on a path forward.
Implementation
Once the plan is agreed to, we assist in the implementation of the various plan components as appropriate. We will provide professional services within our scope of expertise and coordinate with clients’ attorney, accountant or other advisors at their request. This step assures a solid foundation for our clients’ plans and future management.
On-Going Advice
After the Implementation phase, we provide ongoing advice, management, and service under a written contract outlining our duties and compensation. We meet regularly with our clients to review their financial position, prior-period activity and look ahead for challenges and opportunities. We are also available, as needed, for issues that may arise throughout the year. We believe that financial management is a process rather than an event. Years of experience have prepared us to guide you through your life transitions.