Through our firm’s Integrated Estate and Wealth Management Program™ we bring together all the essential specialties necessary to help you best enjoy your time, the currency of your life. Our process includes the following:
Our team members believe their allegiance is to you. We bring a caring and innovative approach to offering a complete and integrated strategy for creating, managing, enhancing and preserving your wealth and estate.
A cornerstone meeting with the team, where your concerns, issues, challenges and desires are brought to light through insightful questions.
CRITICAL FACTORS ANALYSIS
The team completes a comprehensive assessment of your situation using an integrated approach to reveal dangers and to uncover opportunities with the potential to accelerate results.
You receive a comprehensive report of our findings, and together we prioritize which recommendations to implement first.
CHARTING THE COURSE
You decide how often you wish to have contact with us. It can be as often or as infrequently as you wish. Regardless of the meeting frequency you choose the team meets to discuss and review your progress every week.