Our Process

  1.      Establishing and Defining the Relationship with you - We will navigate through an exploratory process to define what are the most desirable planning and investment outcomes given your goals, constraints and time frame.

  2.    Gathering Client Data - We will attain deep financial information to provide a copious mosaic of your current financial positioning. This will allow us to form the foundation of new architecture of your future strategy aspirations.

  3.      Analyzing and Evaluating the Client's Financial Status - Together we will ascertain your current allocations in the given global market environment. We will assess the suitability by measuring your tax sensitivity, risk appetite and legacy goals.

  4.   Developing and Presenting the Financial Planning Recommendation - After analyzing the combination of data, asset positioning, tax and risk constraints and suitability, we will develop a multifaceted plan to augment and sculpt a game plan to closely align these factors into a comprehensive strategy/plan that you are both excited and satisfied with.

      

  5. Implementing the Financial Planning Recommendation(s) - Once we have thoroughly covered all salient areas of the ‘playbook’, we will begin the process to execute the mission statement.

  6. Ongoing Monitoring - Once we have executed the strategy we will continue to assess the suitability of the initial plan. Moreover, we will review and assess changes that are needed to re-calibrate the current mantra. We will hold your hand through every step of the process with continuous periodic systematic reviews in addition to reaching out during salient times given global market backdrop dictates.  Finally, we ask you to also keep us informed of major family/financial changes that require potential tweaking of the current mission/strategy.