Our Process
Connection Call
- Discover your priorities and what matters most to your family's financial future.
- Explore the values and principles that guide your important decisions.
- Build a foundation of trust and mutual understanding.
- Assess whether our approach aligns with your needs and expectations.
Alignment Meeting
- Share our investment philosophy and walk through our proven planning methodology.
- Identify your core priorities and focus on the factors within our control.
- Develop the foundation for your personalized Investment Policy Statement.
- Take a 48-hour reflection period to ensure this partnership feels right for both parties.
Strategic Solution Meeting
- Comprehensive review of your current financial, estate, and philanthropic strategies.
- Present tailored recommendations and integrated solutions for your wealth management, estate and legacy goals.
Implementation Meeting
- Review your comprehensive welcome materials and client resources.
- Complete online platform setup and account access.
- Execute your personalized investment strategy and fund transfers.
- Walk through your first portfolio statement and reporting system.
Quarterly Strategic Session
- Analyze portfolio alignment with your Investment Policy Statement.
- Discuss any life changes that may require plan modifications.
- Update estate planning, tax strategies, and philanthropic initiatives.
Annual Review
- Review market conditions and their impact on your wealth management strategy.
- Assess progress toward financial goals and make tactical adjustments as needed.
- Preview upcoming opportunities and potential portfolio optimizations.
