1. Philosophy & VisionIn order to work on your behalf, we need to understand what is most important to you. Here, we will take the time to clearly define where you hope to be in the next 3-5 years and beyond. We then use your vision to guide us.
2. Organize & UnderstandOur comprehensive organizational tool allows us see your whole financial picture in one place. A wide angle view is needed to understand how all your complex pieces fit together.
3. Evaluate Planning Strategies
4. Finalize & ImplementAfter determining an area of focus, we will evaluate potential solutions, measure them and provide you with recommendations. When we have determined a course of action, we will coordinate with tax and legal experts if needed to execute the recommendations.
5. Update & AdaptThe key to any good strategy is to make sure it stays relevant and adapts to all the things life will inevitably throw at you. Our focus throughout our process is to design a strategy that is flexible enough to adapt along the way.