Our client experience is tailored to reflect the needs of highly compensated executives and to engage them in establishing their goals and subsequently taking the steps necessary to achieve those goals. We take our clients through a six-step process:
CLIENT DISCOVERY
CLIENT DISCOVERY
We get to know you, your family, your values, your concerns, and your issues.
FINANCIAL FACT FINDING
FINANCIAL FACT FINDING
We review your documents, your assets, liabilities, and income.
CREATING THE PLAN
CREATING THE PLAN
Combining the knowledge of your current situation and your future goals, we craft a plan that’s right for you.
PROPOSING A CUSTOM PRODUCT/SERVICE FIT
PROPOSING A CUSTOM PRODUCT/SERVICE FIT
We present solutions to help you fulfill your financial plan.
EXECUTION
EXECUTION
Once the financial plan and solutions proposed have been discussed and agreed upon, we will begin to execute.
ONGOING MONITORING OF THE FINANCIAL PLAN
ONGOING MONITORING OF THE FINANCIAL PLAN
We meet regularly to update you on the plan and review your objectives and goals to make necessary adjustments and maintain accountability.