A process integrated with your goals.
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.
Discovery
A cornerstone meeting with the team, where your concerns, issues, challenges and desires are brought to light through insightful questions.
Ctitical 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.
Strategic Breakthrough
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.
Growth. Preservation. Strength. Three words that we reflect on every day in our efforts to grow your net worth and your income, while also protecting against all of the dangers that you face both during your lifetime and long after you are gone. We know that if we engage the right tools and the right professionals we can strengthen your Financial Independence and your Legacy.