Our Process

Most of our clients already have very competent advisors that have helped them achieve a certain level of planning. Then why engage us? The answer is simply coordination, or more specifically a lack of coordination in their existing plans and a desire to take their planning to the next level. Our clients have found there is a significant difference between having planning done and having it done as well as possible.

Personalized Design Evaluation

Our evaluation will determine if or to what extent we should work together. There is no cost or obligation associated with this second opinion of your previous planning.

Personal Introduction

Discuss your forward-looking vision, values, goals and objectives
Review the level of planning that you have already completed
Introduce our services

Engagement Proposal

Communicate in writing your objectives and our observations
Review a written list of services and value we can bring
Quote your precise planning fee

Our Planning Process

Without a plan, how do you know where you are and more importantly, where you are going? We help our clients create written, customized plans that address their objectives not just from a legal, accounting, investment or from an insurance perspective, but truly on a cross-disciplinary basis. This approach allows us to help our clients identify coordination gaps in their existing plans as well as identify planning opportunities. Our comprehensive process entails four steps to quantify what is most important to you.

Discovery & Assessment

Refine your vision, values, goals and objectives
Collect more detailed information on assets if needed
Assess your investment expectations and other personal preferences

“Rough Draft” Review

Review relevant design solutions
Discuss the pros and cons of each alternative
Model, project and compare the selected combination of solutions

Final Plan & Implementation

Select and prioritize those strategies to be implemented
Coordinate the efforts of your other advisors, as necessary
Begin the implementation process to put your plan into action

Value Realized Summary

Review the value realized as a result of our work together
Discuss outstanding items and future planning needs
Identify others whom you feel may benefit from our services