As your dedicated money advisor, we follow a consultative, five-step approach designed to truly understand you—your values around money, your goals, key relationships, interests, risk tolerance, and unique circumstances.
We utilize a proven wealth management process to address the full spectrum of your financial concerns, going well beyond just investment management.
Our comprehensive approach often uncovers issues in your financial life that may not be immediately obvious but, if left unresolved, could have significant consequences. By addressing these, we help ensure you stay on track to achieve your long-term goals.
1. Discovery Meeting
Initial Consultation
Our initial meeting serves as the foundation for a lasting and meaningful partnership. We actively listen to you. Through a series of thoughtful questions designed to reveal what and who matters most to you, we can identify the challenges you face in achieving all that is important to you.
During this initial consultation, we dedicate time to understanding you beyond your financial profile. By asking insightful and thought-provoking questions, we aim to reveal what matters most to you—your family, career, passions, and long-term dreams. This critical step provides a comprehensive view of you, your priorities, and the obstacles you face.
This holistic approach allows us to identify the key challenges and unique circumstances influencing your journey. From this conversation, we develop a clear picture of your values and vision, setting the stage for personalized planning tailored to help you achieve everything that is most important to you.
2. Investment Plan Meeting
Investment Plan and Investment Policy Statement
We present our diagnostic of your current situation and our recommendations to maximize the possibility of achieving these goals. This plan forms the foundation for all of our work together.
3. Mutual Commitment Meeting
We Make Switching Easy
We mutually decide that our firm can add substantial value, and we commit to working toward achieving everything that is important to you and your family.
Once you execute the documents to put your investment plan into motion, our team takes the lead to facilitate the entire transition seamlessly, ensuring the process is simple and hassle-free for you and your family.
4. Follow-Up Meeting
Your Wealth Management Plan
We conduct a thorough evaluation of your full spectrum of financial needs beyond investments and provide tailored recommendations for your path forward.
Our collaborative, multi-disciplinary team leverages their specialized expertise to identify and address any gaps in your current plan.
We bring together top subject matter experts and manage them seamlessly to ensure the effective execution of your plan.
5. Regular Progress Meeting
Quarterly Meeting
We meticulously oversee the execution of your wealth and investment management plan by breaking it down into actionable, prioritized tasks and continuously reporting on progress. Our team actively identifies potential issues and opportunities to mitigate taxes and enhance asset values.
We provide updates according to your preferences, with formal reporting on a quarterly basis. These updates provide clarity and reinforce the team’s collective and specialized goals. Leveraging our project management expertise ensures that you remain on track to achieve your objectives, reinforces your team’s commitment, sustains momentum, and fosters a strong sense of accountability and shared purpose.