We focus on specialized areas of wealth management and guiding clients through the tax implications of their decisions.
After all, it’s what you keep that matters.
01. Making a Connection
The initial step in the process requires a connection, so contact us. Having made the connection between goals and services offered, we can move to a more thorough discovery process.
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02. Discovery
This step allows a determination of your wants, needs, goals, etc. During this step we’ll provide insights regarding compensation and the desired length of our relationship.
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03. Financial Disclosures
This step is all about gathering information, financials and getting a picture of where you currently stand. We can now begin to refine your goals, set time frames for them and explore strategies.
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Here we showcase the roadmap to pursue your goals. Summarizing your current financial situation and your desired destination, we coordinate the steps to address your goals, including desired rates of return and annual or monthly funding requirements.
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05. The Solutions
This step introduces the vehicles needed to reach your target destination. We’ll explain the fit of the vehicles in terms of your timeframe, risk tolerance, and target return.
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This step will show how your plans will be put into action through a simple task list.
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07. Monitoring & Updating
Your plans once implemented are monitored; monthly, quarterly, semi-annually, and/or annually to highlight progress towards your goals and objectives. This step is where we modify your plans to keep up with life, changing needs, current markets and economic shifts.
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