OUR PROCESS

What to Expect

0-1 month

Step 1

Discovery Process

(Meeting 1)

  1. Understand your goals and priorities
  2. Review and analyze your current situation

step 2

Blueprinting

(3-5 meetings)

  1. Assess cash flow planning
  2. Review investment strategy
  3. Conduct strategic tax analysis
  4. Review existing retirement planning
  5. Evaluate estate, risk, gifting management

1-6 months

2-8 months

Step 3

Strategic implementation and execution

  1. Prioritize list of action items
  2. Identify responsible party
  3. Coordinate with your key advisors

Step 4

Collaborative Partnership and Ongoing Planning

  1. Plan for life events
  2. Provide annual deliverables
  3. Track progress towards goals

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