Planning Process

Connecting your money to what is important in your life.

You’ve worked hard to get where you are in life. Now your money can work hard for you. Our wealth planning process helps align your financial objectives with your personal or business aspirations to help create the unique path to the life you want to live.

Step 1.  Qualify

We start with an introduction meeting so we can get a “big picture” overview of your financial life. We ask questions about you, your family, your business and your investment needs. We explain about our approach, our fees, and introduce you to our team.  Then together, we decide if it feels comfortable to move forward.

Step 2.  Discover  

The next step is for us to define were you’re at and where you’d like to go. Using our robust planning tools, we analyze the details you have provided, including reviewing your assets, liabilities, and other financial information so we can create a clear, comprehensive wealth plan.

Step 3. Present

Next, we meet again and walk you through your personalized plan, discuss your options and considerations, and outline a strategy that works to integrate all of the pieces of your financial life into a thoughtful wealth plan.

Step 4.  Execute

From there, we go to work putting your strategy to work for you. We handle the paperwork and establish any necessary new accounts. You will be fully equipped with online access instructions and we will provide you with a Family Wealth Advantage binder to organize important information. 

Step 5.  Review

Based on how often you’d like to meet, we will set up a schedule to review progress towards your goals and make any adjustments based on changes to your life or goals.

No matter where you are going, your personalized wealth plan will help you get there.