Our approach

Our approach

Our consultative process

We approach each new engagement with our consultative process. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to help achieve them. As a valued client, you will recognize the process you have experienced with us.

 

Wealth Management Process

Introducing our comprehensive wealth management process: personalized financial planning with expert recommendations, from initial assessment to ongoing progress reviews. Achieve your financial goals with confidence and clarity.

01

Discovery meeting

02

Initial Findings Meeting

03

Mutual Commitment Meeting

04

Implementation Meeting

05

Regular Process Meetings

 

Our Proven Wealth Management Formula

Our Wealth Management Formula integrates Investment Consulting, Advanced Planning, and Relationship Management to ensure comprehensive financial strategies. This holistic approach maximizes portfolio performance, mitigates risks, and fosters strong client relationships for achieving financial goals.

WM = IC + AP + RM

WM (Wealth Management)

=

IC (Investment Consulting)

+

AP (Advanced Planning)

+

RM (Relationship Management)

IC = Investment Consulting

IC (Investment Consulting)

Management of all investment elements to maximize the probability of clients achieving all that is important to them.

  • Portfolio performance analysis
  • Risk evaluation
  • Asset allocation
  • Assessment of impact of costs
  • Assessment of impact of taxes
  • Investment policy statement

AP = WE + WT + WP +CG

AP (Advanced Planning)

=

WE (Wealth Enhancement: tax mitigation and cash-flow planning)

+

WT (Wealth Transfer: transferring wealth effectively, may not be within a family)

+

WP (Wealth Protection: risk mitigation, legal structures and transferring risk to insurance company)

+

CG (Charitable Giving: maximizing charitable impact)

RM = CRM + PNRM

RM (Relationship Management)

=

CRM (Client Relationship Management)

+

PNRM (Professional Network Relationship Management)

Ready for a second opinion on your financial future?

Take the first step by scheduling an Exploratory Call today. Let us assess your current situation, provide valuable insights, and help you determine if we’re the right partner to guide you towards achieving your financial goals. Whether you’re on track or need adjustments, our comprehensive review will give you the clarity and confidence to move forward. 

01

Exploratory Call

02

Discovery Meeting

03

Initial Findings Meeting

Book your second-opinion service today!