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Six Step Process

Six Step Process

You have already achieved substantial financial success. Yet the ultimate measure of success may be your ability to accomplish both your financial and life goals. This is how we distinguish our planning process from others.

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Meet the Team

Meet the Team

We believe every person deserves access to sound, informed financial advice. Regardless of your situation, tolerance for risk, and goals, we’re ready to help you prepare for the future. Come rain or shine – together, we’ll encourage your investments to grow for years to come.

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We don't want to be everything to everybody. We want to be everything to you.

We want to help you take your planning to the next level. Our process will give you greater confidence in your plan, which means greater value to you and your family. With the right coordination, time, and trust in us we can ensure that your future and family will be taken care of.

Your Goals. Our Strategies.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

  • Understanding Your Situation

    We will work together to gain a thorough understanding of your objectives for yourself, your family, and if applicable, your compensation perquisites or your business. Knowing your specific situation and objectives allows us to explore opportunities not previously considered and helps us to understand what is most important to you.

  • Taking a Global View

    We review your current estate, investments and business planning and analyze your cash flow and tax strategies. During this process we will develop financial models, allowing us to project asset values, cash flows, income and estate taxes.

  • Exploring Strategies to Reach Financial Goals

    Invariably, conflicts, inconsistencies and other problems are identified in the current plan. If this occurs, we will then explore with you the available planning techniques to eliminate these problems and allow you to achieve your objectives. We will discuss the advantages and disadvantages of each strategy, often utilizing your personal financial model to help depict the impact. The goal of this process is assisting you in making informed decisions regarding your plan.

  • Creating Your Financial Blueprint

    Ultimately, the agreed to strategies will be documented in a written financial plan. This then becomes the "blueprint" for working with your other advisors in the implementation of the plan. It also memorializes your plan for future reference.

  • Where the Rubber Meets the Road

    The result of our process will be a coordinated plan, consistent with and supportive of your objectives. Life and planning are dynamic, and when things change, we will help you assess the impact those changes will have on you and those you care about. We will review your circumstances as often as necessary to keep your planning up to date.

Helpful Content

Helpful Content

We invite you to check out all the material on our website. If you have any questions,
please send us an email or call the office. We look forward to speaking with you.

<p>Donating Art: Taxation Abstraction</p>

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.
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<p>Estate Management Checklist</p>

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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<p>What&#8217;s Your Investment IQ?</p>

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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