Our Planning Process

Helping you define and reach for what’s next.

Step 1: DISCOVERY

It always starts with you and your family. During this discovery session, we:

- Discover what matters most to you

- Gain an understanding of your current financial situation

- Understand and define your goals for the future

Step 2: UNDERSTANDING

Using our sophisticated planning technology, we create a comprehensive plan that is designed to address most aspects of your wealth while ensuring that we:

- Interpret and analyze your financial situation, liabilities, risks, and goals

- Ensure alignment with you, your challenges and your goals

Step 3: PROGNOSIS

Once your plan is in place, our work does not stop. Our comprehensive process coordinates with key specialists. We assemble a team around your complex needs to:

- Identify potential future challenges and plan for navigating around them

- Present the proposed plans and strategies we believe can help you achieve your goals

Step 4: IMPLEMENTATION

Next, we set priorities for action and begin to:

- Execute your plans and implement your strategies

- Coordinate with your other key professionals to ensure all decisions are made in concert to keep you on track to your goals

Step 5: REVIEW

We meet to review your progress toward your goals and together we:

- Make adjustments to your plans and strategies, as necessary, to reflect changes to your personal situation or the evolving economic and financial environments

- Remain easily accessible to perform all requested services consistently and responsibly, whenever you need us