Our Process

1. Introductory Meeting & Education

In our first meeting, we’ll identify your goals, priorities, preferences, and any obstacles you may have. We will strive to provide you with new ideas or insights to consider.

We’ll also mutually establish what your expectations are for us, and whether or not developing an ongoing partnership is the right fit.

2. Exploration & Preliminary Planning

After our first meeting, we’ll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we’ll start sketching a preliminary plan. The more open and transparent this phase is, the greater the likelihood your plan will meet your objectives.

3. Detailed Planning

Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals.

This plan will mitigate any risks or concerns that you had expressed previously and move you toward your primary goals. We’ll also outline the path to overcome any potential obstacles. Your plan will be designed to contain elements of resilience, efficiency, and provision to future generations.

4. Ongoing Support & Advice

Life is constantly changing, and your vision of legacy and goals will too. When new economic conditions, legislation, or a shift in your priorities arise, we will show you how to benefit from the flexibility inherent in your plan design and help you modify the strategy, so it transitions along without missing a beat.