Broker Check

Our Process

Designing a long-term plan to help grow and distribute your wealth requires a comprehensive review of your financial situation, goals, and objectives.

Our process for designing a tailored plan encompasses these four phases:

  • Phase 1: Imagining your future sets the stage for an open, often exploratory discussion about what’s important to you and how you’ve managed your financial life in the past. This qualitative review of your financial situation will help us prioritize the goals and objectives we define in the next phase.

  • Phase 2: Planning for the future you’ve imagined leads to a more formal, quantitative evaluation of all aspects of your financial life including; personal assets & liabilities, income & expenses, risks potentially impacting your goals, and your investment preferences.

Once we’ve discussed your future and designed a plan, we will begin the implementation and management phases:

  • Phase 3: Acting on your plan can vary depending on your current situation, tax implications, the asset management firms we’ve selected, and your priorities. We will deliver a step-by-step action plan to guide you through the process.

  • Phase 4: Managing your plan also entails different activities depending on the breadth and depth of your financial situation. We will work with you to outline an ongoing financial management strategy to ensure we’re tracking progress towards your financial plan.

Please contact us to discuss all phases of our process in greater detail. To schedule an appointment please click here.