Advanced Planning
It’s about you. We take the time to explore what’s important to you.
Working alongside you, we provide total wealth management to simplify your finances.
Our process eliminates the problems that can occur when working with multiple advisors, and eliminates the uncertainty of doing it yourself. We don’t promise quick answers or easy solutions. Instead, we offer a prudent 5-Step Process with a long-term focus that allows you to meet life’s most important goals.
Phase One: The Foundation Dialogue. Our process starts with a meeting to capture your personal and financial goals and identify obstacles and opportunities. We clarify and document how you measure success, how we will best work together, and ensure we build a Strategic Blueprint that best suits your core personal and financial needs.
Phase Two: The Strategic Blueprint. Once your goals have been established and documents collected, we will present an overview of our assessment. The Strategic Blueprint outlines the focus areas we will address and how we will manage specific deliverables and timelines.
Phase Three: The Goals Navigator. From your Strategic Blueprint we discuss your vision for the future, your current situation, and how we work towards achieving that vision through four focus areas including estate, investment, independence and business exit planning.
Phase Four: The Solutions Activator. Having completed the focused planning components, we move into the implementation phase of your Strategic Blueprint. Collaborating with your tax and legal advisors as needed, we deploy the wealth solutions in a timely and efficient manner.
Phase Five: The Custom Wealth Inspection. We meet regularly to reflect, review and discuss your plans. To best serve you and your family, the Custom Wealth Architect provides dynamic, relevant financial strategies that evolve with your changing needs and goals.
