STEP 1
DISCOVERY
Our process begins with a period of discovery where we explore what is most important to you. This process helps define your dreams and goals and clarifies your values to begin the planning process. This discovery meeting is not only for the discernment of your financial goals but also for understanding the people and causes that you desire your plan to impact.
STEP 2
PLAN DESIGN
With clarity regarding your goals and values, we move to plan design. In this step, we work closely with you to create a financial blueprint specific to your interests, values, and situation. This collaborative process results in a highly personalized roadmap for you, equipping you with the framework to make wise decisions with confidence.
STEP 3
IMPLEMENTATION
Once the plan is developed, we will work with you to implement it. This implementation aligns with your values and priorities with a plan to help protect and maximize wealth, effectively manage tax, and coordinate with other trusted advisors such as your CPA or attorney.
STEP 4
RELATIONSHIP
We are committed to being your advocate and trusted partner through all of life’s seasons. You will experience greater peace of mind knowing that our team is dedicated to helping you maximize your wealth for the people and causes that you hold most dear.