TELL US YOUR STORY
We love stories and want to hear yours because every story is uniquely interesting. Everyone has people they care about, experiences they desire, and ideas about a future they hope to create - this is your story.
GET TO KNOW US
We believe in a mutual selection process with our clients. As we get to know one another, we look forward to hearing your story and sharing ours. We are an open book and will share questions about our lives, families, and firm to help you evaluate whether we are the right partner for your family and you.
DATA COMES NEXT
Our team will work with you to collect the information and data that will enable us to have an effective dialogue. This typically includes balance sheets, account statements, and basic personal data.
REVIEW THE ROUGH PLAN
We will design a financial roadmap based on your hopes, dreams, and goals to help cast a vision for how your resources and future capacities can drive the highest likelihood of achieving that future. Additionally, we will outline solutions related to risk management, wealth management or other risk, tax or legal considerations.
DISCOVER IF WE FIT
During discussions of your plan and our recommendations, it usually becomes apparent if we have alignment between how we serve families and your values, personality, style, and expectations. We want you to be confident that you have the right partner, and that confidence may take time to develop, or it may be near instantaneous. Either way, we love putting ideas to work, seeing families excited about their progress, and encouraging them to think differently or dream bigger as they see what is possible!
ENGAGE AND IMPLEMENT
As we agree to work together, our team springs into action to assist with every step of the process of consolidating assets, placing insurance, and making introductions to key planning partners like attorneys and CPAs. We know you have other people and responsibilities vying for your time. We do our best to take on as much of the work as we can and to walk you through the process with clear instruction and consistent follow-up. You will have a direct line to our implementation team or planning partners over phone or email if you have questions or concerns along the way.
REVIEW AND REVISE
Once we have implemented the initial plan, the real fun begins! We spend time with you regularly to stay informed of exciting changes in your life and family and adjust your plan as needed. In addition to these strategic conversations, our team is here to discuss the unexpected, tactical topics that inevitably surface like changing jobs, buying or selling houses or businesses, or market events.