Our Process

The Wealth Foundation Stage

Comprehensive Discovery Process – “Is there a fit?”
Understanding your financial goals, potential obstacles and preferences
Gathering documentation to create wealth plan
Opening dialogues with your accountant and attorney, if required

The Wealth Development Stage

Presenting personalized wealth plan
Reviewing observations and recommendations
Needs Analysis
Account Transfer Process
Implementation and transition schedule

The Wealth Implementation Stage

Initiate the wealth plan
Discuss investment recommendations
Review insurance and tax planning
Working together – Future updates and portfolio reviews

The Wealth Continuum Stage

Monitor progress according to the plan
Adjust the plan and investments when needed
Help you navigate your options of complex wealth planning

Small Business and Corporate Planning

Inform you, your accountant and attorney of anything you should be aware of
Incorporate strategic partners to review best practices for business