Our Process

One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter financial services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we're privileged to serve.

Process Wheel

Our Six Step Process

Step 1: Review

Because every situation is unique, we make it a priority to completely understand your personal and financial goals. The more extensive the review, the more precise our recommendations will be in regards to designing an appropriate road map. Our sole objective is to find out what matters most to you and to your family.

Step 2: Analyze

Through an in-depth analysis of your situation, we work with each client to crystallize their personal and business objectives and then establish benchmark goals to attain them. Our desire is to develop a coordinated and easy-to-navigate path to success.

Step 3: Develop

Based upon your desires, our professional staff will formulate customized strategies for achieving your prioritized objectives in a tax-favored manner. This organized effort ensures all aspects of your planning are taken into consideration.

Step 4: Coordinate

Once favorable strategies are outlined, we will work in collaboration with your other professional advisers to develop an appropriate action list to include all aspects of your business and personal estate plans.

Step 5: Implement

We will oversee the implementation of your strategy and monitor its progress to completion. We then provide ongoing reviews and service to ensure your plan remains on track.

Step 6: Monitor

We are aware that situations change over time and that planning is not a one-shot deal. Therefore, we will be there to discuss the potential impact of economic and personal changes, that will inevitably occur, and amend your plan accordingly.


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