Our Process
The initial stages of our process may last two - eight months, depending on the complexity of your personal situation, but many clients appreciate the value we add and continue our partnership with their families for generations. Here is a look at the composition of our process.
STEP
1
Evaluate
We get to know our clients intimately through
a variety of methods to better understand
their situation, goals, concerns, and
motivations.
STEP
2
Explore
We collaborate to create cross-disciplinary,
situation-based financial strategies.
STEP
3
Execute
We translate custom strategies into
actionable steps and are the catalyst to help
our clients achieve their goals with a high
probability of success.
STEP
4
Evolve
Our partership continues for generations.
Evaluate
1. Review Current Strategies
We discuss opportunities you may have missed due to years of nonintegrated advice. This initial exchange of information offers insight into how our work is substantially different from your current plan.
2. Qualify Value
You see that our integrated team approach delivers unique estate, business succession, investment planning, and tax reduction strategies. Our relationship begins with the knowledge that there is essential work to be done.
Explore
3. Understand Your Situation
We work together to gain a thorough understanding of your family's financial philosophy. Knowing your specific situation and objectives allows us to explore opportunities not previously considered.
4. Assess Opportunities
The foundation of your plan begins to take form. Your personal goals and financial situation are confirmed.
Execute
5. Chart Your Course
Sophisticated strategies are outlined in plain English. These strategies are prioritized, and decisions are made.
6. Initiate Action
Without well-orchestrated implementation, even the best plan is not worth the paper it's printed on. Using professional persistence and a team approach, we can take your financial plan from concept to reality.
Evolve
7. Our Partnership Continues... For Generations
We continue to move in your chosen direction. Together, we will make necessary adjustments due to changes in your situation, tax laws, and the economy.