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Our Planning Process

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

We get to know you, your family, your values, your concerns, and your issues.

FINANCIAL FACT FINDING

We review your documents, your assets, liabilities, and income.

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

We present solutions to help you fulfill your financial plan.

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

We meet regularly to update you on the plan and review your objectives and goals to make necessary adjustments and maintain accountability.