Our process starts with understanding who you are and what you are trying to accomplish before we dive into your financial situation. We begin every advising partnership by creating an individual relationship based on understanding the demands and needs of your specific lifestyle, goals, complexities, and time horizon. Our approach takes a full view, incorporating all forms of income, assets, and liabilities to identify a proper and comprehensive plan consistent with your values, objectives, and risk tolerance.
As we begin to understand your story – how you achieved your success – we gain insight into your personal situation. Each client is unique in what shapes their financial decision-making. We strive to meet the client’s need-based upon their story and the chapters they have yet to write. We will help you to identify, define, and refine your goals as your life evolves.
We will gather the necessary documentation in order for us to have a complete understanding of your financial situation.
We thoroughly analyze all data gathered to identify strengths and weaknesses and spot trends for opportunities. We consider how your tax situation affects your asset allocation and cash flow, which in turn impacts your balance sheet.
This is where we present to you our initial findings and share thoughts on different strategies for you to consider. This working session will allow us to refine the analysis and prepare “what if” scenarios to provide you with advice to meet both your short and long-term goals.
After the working session, we will prepare a final list of recommendations and action items for you. Our tailored recommendations can be adjusted as your situation changes.
We will work closely with you to ensure the implementation of the actions and strategies agreed upon. Often recommendations require coordination with other professionals. We will quarterback those efforts with your advisory team.
We will periodically review your wealth plan and discuss the need for any changes based upon your situation at that time or as changes in tax law and the financial markets dictate.
As we begin to understand your story – how you achieved your success – we gain insight into your personal situation. Each client is unique in what shapes their financial decision-making. We strive to meet the client’s need based upon their story and the chapters they have yet to write. We will help you to identify, define, and refine your goals as your life evolves.
We will gather the necessary documentation in order for us to have a complete understanding of your financial situation.
We thoroughly analyze all data gathered to identify strengths and weaknesses and spot trends for opportunities. We consider how your tax situation affects your asset allocation and cash flow, which in turn impacts your balance sheet.
This is where we present to you our initial findings and share thoughts on different strategies for you to consider. This working session will allow us to refine the analysis and prepare “what if” scenarios to provide you with advice to meet both your short and long-term goals.
After the working session, we will prepare a final list of recommendations and action items for you. Our tailored recommendations can be adjusted as your situation changes.
We will work closely with you to ensure the implementation of the actions and strategies agreed upon. Often recommendations require coordination with other professionals. We will quarterback those efforts with your advisory team.
We will periodically review your wealth plan and discuss the need for any changes based upon your situation at that time or as changes in tax law and the financial markets dictate.
