Our Process

Our ProcessYou’ve probably heard it said that achieving your goals is ten percent planning and ninety percent implementation.  We don’t just plan and advise, leaving you to fend for yourself.  We implement and maintain.

Guided by your Unique Wealth Philosophy, we coordinate with your advisors to fully integrate your planning.  We then continue to review, monitor, and revise your plan on a regular basis.  As you navigate through life, we intend to be with you, every step of the way.

Phase 1 – Discovery

What are your goals?  What are your values?  What really matters to you?  Where do you stand financially?  Where do you want to go?  Through the Discovery process, you will develop a Unique Wealth Philosophy that will guide every aspect of your Wealth Integration plan.

Phase 2 – Analysis

A clear picture of your current situation is necessary to make the best possible decisions.  Your Wealth Integration professional will give you a detailed outline of your current financial realities while suggesting solutions to potential problems and pointing out untapped opportunities.

Phase 3 – Implementation

Based on your input, your Wealth Integration professional will prioritize the steps of your planning and coordinate with each of your trusted advisors to put it into action.  The end result: a fully-integrated and comprehensive plan.

Phase 4 – Maintenance

Life is full of changes, which is why our Wealth Integration plans are dynamic.  Your Wealth Integration professional will assist with keeping your completed plan current through scheduled reviews to monitor performance.  This helps ensure that your plan remains truly cutting-edge as you and your family navigate and grow through life’s changes.