Have you ever tried to put together a 1,000-piece puzzle without a picture? Managing wealth without a clear process is just as challenging. We believe if you focus on the right processes, in the right way, you can design your way to success.
How Our Team Provides Value.
We are a family focused wealth management firm. We believe in an authentic and genuine lifelong relationship that begins with the foundation of truth and honesty. Our clients are like family to us, and we are selective for whom we accept into our family. The process of becoming our client involves a few unique steps designed to achieve your goals, decide if we are a good fit and to monitor your progress
1. DISCOVERY SESSION
Establish understanding of family dynamics and current situation
2. DECONSTRUCTION ANALYSIS
We will perform a deconstruction analysis on your total financial situation. The combination of the following elements will be included to identify your financial strengths and the problem areas that need improved.
3. WEALTH STRATEGY RECOMMENDATIONS
We provide a Fiduciary commitment to partner with you in your best interest. We design a holistic wealth strategy based on 4 wealth cornerstones
We deliver actionable advice, starting with the wealth cornerstone most important to you and your family.
4. MONITOR AND ADJUST
As life unfolds, changing events often cause your needs to evolve.