Our Approach

We strive to help every individual and family we work with to understand what specific steps need to be taken. That can be a lot. So, we break it down into simple steps so you are in good shape to generate a lifestyle-sustaining income when you move into that phase.

To ensure everything is planned for can be a lot. That is why we take it one step at a time. Below is what it looks like to begin working with us:

Step 1: Strategy Session

It all starts with getting to know you. We delve deep into each of the six pillars of your financial life (Investments, Tax Strategy, Lifestyle Strategy, Risk Management, Estate Strategy, and Legacy Plan).

Our goal is to help ensure your plan covers each of these areas, fixes any mistakes, and lays out a clear strategy for moving forward so that each is aligned with your goals. Depending on the complexity of your current wealth, this may take more than one meeting to be sure we have all the needed information.

Step 2: Recommendations

Have you ever sat down with someone to get one question answered and they felt the need to give you a book’s worth of material?

We don’t really like that either.

Ensuring your entire wealth strategy is aligned with your goals takes many steps. We find that those who first come to see us need just one part of that equation answered immediately. Sometimes that is to just fix the investment strategy. Sometimes it is to better align their strategy with a tax-smart plan. Whatever the reason, we focus on that first.

We will recommend first steps and then outline our plan going forward.

Step 3: Implementation

If we agree to move forward together, we will begin taking steps to get things organized and more aligned with your overall wealth goals. This initial implementation can take up to the first six months of working together.

Of course, we will keep you updated every step of the way.

Step 4: Ongoing Strategy Sessions

With the initial concerns solved, we move into a rotation of crafting and adjusting your strategies in each of the six main areas. This systematic review of each strategy ensures that nothing slips through the cracks. You won’t have to remember or bring up whether or not your plan needs updating. We proactively work through each strategy.

We also don’t just wait for our meetings to touch base. Life can change quickly and the more information we have from you, the better we can make your plan. For that reason, we will be reaching out to see how things are going and gather information. We will also send information out on a regular basis so you stay up to date on things going on in the markets (and just nice messages – life is not just about money after all, right?)

We find that this approach has been a help to the individuals and families we work with.