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 addresses most aspects of your wealth 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

“Someone’s sitting in the shade today because someone planted a tree a long time ago.”  – Warren Buffett