Our Process
Optimizing your complex situation requires a structured process. Our team will partner with you and your trusted advisors as you navigate financial, legal, tax, business, and personal planning decisions. By starting with a deep understanding of your values and goals, we will create a personalized plan that adapts and changes as your life progresses. We will execute on your priorities so you continue to make progress and have more time to focus on the things and people you love.
OUR EXAMINE PHASE
Discovery
We will meet to learn more about you, your values, and goals. We will assess if we’re a good fit for your family and begin to identify planning opportunities where we will help.
OUR EXAMINE PHASE
Documentation Review & Tech Onboarding
A comprehensive look at your current legal, tax and financial planning will help identify potential planning opportunities to better protect and grow your wealth.
OUR EXAMINE PHASE
Planning Perspective & Business Assessment
We will conduct a robust analysis of your current wealth planning and assess your company’s attractiveness and readiness for a transition.
OUR EXAMINE PHASE
Observations & Recommendations in Your Planning
We will deliver our observations of your current planning and recommend next steps. We’ll work with you to prioritize areas that are important to you and your family.
OUR EXAMINE PHASE
Your Strategy Timeline
Based on your priorities and other life events, we will document a strategy timeline that sets milestones for the year ahead, focusing on quarterly objectives. We will reassess these goals continually and adapt as there are changes.
IMPLEMENTATION
Executing on your personal and business planning priorities
We will implement your strategy timeline and bring in the counsel of other experts as necessary. We will assess our progress in moving toward your greater plan and goals.