Integrated Wealth Planning

Connecting the dots…providing you with a fully integrated financial life.

In ancient times, people looked up at the stars to plan their lives. Farmers used the astrology as a calendar. Travelers used the skies as a compass, following the stars to know where to go. Today, using our sophisticated planning process, we align your financial objectives with your personal aspirations to help create the unique path to the life you want to live now and for generations to come.

Our Process

Step 1. Getting to know you

We start by asking questions about you and your family and your investment needs. We explain about our approach and introduce you to our team.

Step 2. Analyzing the data

The next step is for us to consider your financial situation and analyze the details you have provided, including reviewing your assets, liabilities, and other financial information so we can get a clear understanding of where you are in your financial journey.

Step 3. Creating your plan

Next, we design your personalized wealth plan using our robust planning tools. We meet and discuss your choices, provide you with information and considerations, and outline a strategy that works to integrate all of the pieces of your financial life into an integrated wealth plan. Then together, we decide if it we’d like to move forward and work together.

Step 4. Implementing the strategies

From there, we go to work putting your plan into motion and implementing the tailored investment strategies outlined in your plan. Your strategies will align your assets to the goals you want to fulfill.

Step 5. Remaining connected with a ‘Supernova’ focus

During the initial two years of our collaboration, we focus on thoroughly integrating you and your family into our process through our 'Supernova' program. Just as a supernova releases immense energy and creates new elements, this client-centric approach works to generate innovation and personalized solutions to help illuminate your path to financial success. Meetings and consistent communication are key components of our approach, helping to ensure a smooth and seamless transition. Throughout the process, our team remains proactive, helping to ensure that your wealth strategy is continuously aligned with any changes in your life or goals.