Our Process - What to Expect
Financial planning is as dynamic and unique as the life you lead—adapting and evolving with you every step of the way.
At the heart of everything we do is a commitment to helping you care for yourself and your family. Our first priority is to understand your unique situation—your dreams, goals, and tolerance for risk. We believe that building long-term relationships based on open and honest communication is the cornerstone of success.
Through planned conversations over several weeks, we gain a deep understanding of your balance sheet, asset ownership structure, and family mission. Using advanced tools, we provide real-time visibility into your assets across multiple classes and custodians, offering a holistic view of your financial landscape.
Next, our Certified Financial Planner provides clarity by illustrating the real-time impact of key decisions on your future, giving you a clear picture of where you stand today and what is achievable tomorrow.
We deliver comprehensive investment advisory insights, analyzing your entire portfolio—including both liquid and private investments. Guided by your goals, timeframe, and risk tolerance, we provide strategic recommendations, oversee your risk management, and conduct thorough due diligence on current and future investments.
With our team by your side, you can confidently navigate the complexities of wealth management and achieve a financial plan tailored to your aspirations.
Your Engagement
How do we begin?
We agree to a 12-month collaboration to identify your objectives and address each silo of your financial balance sheet.
Onboarding & Data Collection
How do you build a complete picture of my finances?
This one hour long meeting will be used to get to know you, your family and your numbers! We will onboard you to our aggregation software, eMoney, and walk through your unique balance sheet. After the call your homework will be to gather any remaining documents and accounts for our review. Our team is happy to assist you in retrieving current statements and coordinates requests with your current third-party advisors for the most accurate information.
Your Current Plan
This one-hour meeting with our in-house CFP is designed to review all data provided and present your digital balance sheet, confirming that all information is accurate and relevant. During the call, we will verify the details entered and may conduct additional discovery or request further information as needed.
Strategies & Modeling
How do you model the impact of a major financial decision before I make it?
Initial scenario options reflect the real-time impact of key decisions on your future, providing a clear picture of what is achievable. This key meeting is fundamental by identifying gaps in your planning.
Estate Planning & Asset Protection
How does estate planning fit into the planning process?
This one-hour meeting with our Director of Estate and Business Planning is designed to review all existing estate documents, creating a plan for revisions or starting from scratch. Properly organizing your entities creates a framework for families to reduce other expenses across assets and services. Our estate plan review process evaluates your documents and helps to develop entity structure for multi-generational asset protection to benefit future generations.
Portfolio Audit & Retirement Income
Do you review investments I already hold elsewhere?
We deliver comprehensive investment advisory insights, analyzing your entire portfolio—including both liquid and private investments. Guided by your goals, timeframe, and risk tolerance, we conduct thorough due diligence on current and future investments.
Tax Strategy & Considerations
How does tax planning fit into the engagement?
While traditional tax accountants focus on filing compliance, our partners take a more strategic approach, emphasizing creativity and proactive planning to help clients minimize tax liabilities.
Speak to a Professional
If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.