Our planning process consists of three phases and six steps:

Comprehensive data gathering and clear development of your short-term and long-term objectives. We plan
around YOUR objectives.
A detailed review and accounting of your current assets, income and expenses, and understanding of what you
will need to live on during retirement.
Analysis and modeling of your current asset structure and determination of the probability of these assets and
income to help achieve your financial independence, charitable objectives, and distribution objectives.
Prioritization of goals and issues.
Educating and advising you on a full range of strategies designed to help reach your individual objectives. You will
have a team that is focused on your full financial picture.
We will work with your other advisors to make sure that your comprehensive plan is properly coordinated,
integrated, and executed.
Regular reviews – annually at minimum – to monitor your situation, ensure that you are on track to meet your
objectives, and revise your plan as necessary.

The result of our planning process will be:

Enhanced clarity as to what you want to do with your life and your wealth.

Increased leverage knowing that advanced concepts and tools have been utilized.

Sense of security in knowing you have done everything in your power to position your family for the future.