Our Process:
Comprehensive Wealth Planning with Purpose
Whether you're an executive, entrepreneur, or family steward, you’ve worked hard to build something meaningful. Our job is to ensure that your wealth not only endures—but works with intention, aligned to your family, values, and long-term goals. We follow a proven six-step approach to guide you through every stage of your financial life:
1. Establish the Relationship
We begin with trust.
This step is all about understanding who you are—your family, your business or career, your goals, your values, and your vision for the future. We also define how we’ll work together, the scope of services, and your expectations.
“How do you define success—and how can your wealth support that?”
2. Gather Data & Insights
We collect and organize your complete financial picture.
This includes:
- Investment accounts and business equity
- Retirement assets and cash flow
- Estate documents, insurance policies, and tax returns
- Family priorities and legacy intentions
We also identify any gaps, risks, or opportunities in your current strategy.
3. Analyze & Diagnose
We examine everything holistically.
From investment allocation and risk management to tax efficiency and estate readiness, we perform a full diagnostic to evaluate:
- Are you overexposed or underutilizing key strategies?
- Is your estate structured to meet your goals?
- What’s the cost of doing nothing?
We use industry tools, planning software, and decades of experience to answer these questions with clarity and accuracy.
4. Recommend Strategies
We provide a plan tailored to you.
Your customized plan may include:
- Investment strategy across public and private markets
- Retirement income and cash flow planning
- Business succession or exit strategy (if applicable)
- Charitable giving, estate and trust design
- Family governance and generational engagement
Every recommendation is aligned with your specific goals, timeline, and comfort level.
5. Implement the Plan
We act with precision and transparency.
Whether coordinating with your CPA or attorney, placing investments, or handling transitions, we manage execution in a streamlined and efficient manner—with you always in control.
We’re independent, so our advice is not product-driven—we align implementation with what’s best for you.
6. Monitor, Adjust & Communicate
We stay with you—always.
Your life will evolve. Markets shift. Laws change. That’s why we meet regularly to:
- Review performance and progress
- Adjust to new life events or goals
- Rebalance portfolios, update estate documents, and revisit risk
- Keep your family informed and engaged
This is not a one-time plan—it’s an ongoing relationship built for the long term.
Contact Us Today
