Our Personalized Approach
Laying the Foundation
Knowledge is the foundation of thoughtful recommendations. We begin by gaining a comprehensive understanding of our clients’ priorities, lifestyle, goals, and personal balance sheet. This process includes written documentation of what we learn, which serves as a helpful tool for the ongoing development of a plan.
Developing a Wealth Plan
Upon gaining a full and clear understanding of our clients’ objectives and financial position, we develop recommendations for each aspect of a wealth plan. We facilitate and guide the communication of recommendations with extended family and advisors to achieve agreement and understanding on the implementation of the wealth plan.
Implementing and Monitoring
Once recommendations are agreed upon, we facilitate all implementation including collaboration with attorneys, accountants, insurance brokers, and any other member of our clients’ professional advisory team. We share the results regularly to provide real-time adjustments to past planning and develop new recommendations, as appropriate, for evolving priorities.