Where We Start Together.
Our team works with clients through a proven process of onboarding, design, and ongoing management of wealth specific to the needs of each individual or family. Below is the process we work through for our clients every day.
Information Gathering
Simply stated: listen to clients. Consult with their other advisors to analyze existing financial statements and wealth planning documents.
Goal Setting
Work with clients to clearly articulate and establish measurable, as well as attainable goals.
Recommendations
Collaborate with the client’s team of advisors to put forward recommendations to meet specific client goals.
Implementation and Information Flow
Work closely with the client and their other advisors to implement recommendations.
Monitoring
Closely track progress toward client goals, confirm goals or changes, and modify the plan when appropriate.
Repetition
Above steps are repeated at regular intervals to ensure the client’s wealth plan continues to meet their current situation and goals.