Much like a home inspection, our approach includes taking a comprehensive look at each client’s situation. We dig deep to identify opportunities for improvement, whether immediately evident or not, understand our client’s goals and prepare a customized action plan to spring them forward.

Here is the framework for the overall process:

Step 1: Discovery 

• Get to know each other
• Uncover your foremost wealth transfer or business continuity goals
• Reveal looming “icebergs” and fertile “betterment” opportunities

 

Step 2:  Pinpoint Solutions

• Identify impactful solutions (in sync with your “big picture”) to propel you forward
• Tangibly illustrate the value of our recommendations

 

Step 3:  Carry Out The Plan

• Agree on the path forward and keep your existing advisors informed
• Detailed work to implement the chosen solution

 

Step 4: Monitor and Recalibrate

• Reconnect at regular intervals to monitor your situation
• Make any alterations necessary to ensure the planning continues to have full force