OUR PROCESS
What to Expect
0-1 month
Step 1
Discovery Process
(Meeting 1)
- Understand your goals and priorities
- Review and analyze your current situation
step 2
Blueprinting
(3-5 meetings)
- Assess cash flow planning
- Review investment strategy
- Conduct strategic tax analysis
- Review existing retirement planning
- Evaluate estate, risk, gifting management
1-6 months
2-8 months
Step 3
Strategic implementation and execution
- Prioritize list of action items
- Identify responsible party
- Coordinate with your key advisors
Step 4
Collaborative Partnership and Ongoing Planning
- Plan for life events
- Provide annual deliverables
- Track progress towards goals
