4-Step Process

There are four simple steps to create a financial plan for you that’s designed to achieve your goals &

priorities.

1. Listen: We begin by learning about you & your family, listening closely to how you feel, what priorities you have & your objectives. We also review your prior advisory experience & explain how we work, including our fees.
2. Analyze: We will review key documents, like tax returns, investment & insurance statements, business agreements & estate documents, to identify potential gaps & risks, in coordination with your CPA & attorneys.
3. Plan: The personalized roadmap we design for you will focus on four core areas: building wealth through tax-aware investment strategies; preparing for retirement & benefits; ensuring business continuity & ultimately, preserving wealth through estate coordination
4. Follow Up: We will typically meet you every 90 days to review progress, identify new opportunities to potentially capture & adjust our strategies, as markets & your own life constantly evolve.