Wealth management defined
At its core, wealth management is not just about stocks or bonds or even money; it’s about enabling and supporting what’s most important to you in your life, such as: your health, family, work, vision and values, lifestyle, retirement security, financial comfort and legacy.
wealth facilitates lifestyles
We understand that wealth facilitates lifestyles. Our process helps you optimize both, so that you can live free of financial concern while living life on your terms.
what does your wealth mean to you?
Wealth is much more than a number, and it means different things to different people. Our role is to understand what it means to you and what you expect from it, so we can optimize your resources. Then you can enjoy your journey with confidence and clarity.
wealth continuity process
Our Wealth Continuity Process is a blueprint designed to link your wealth with your values to facilitate your desired lifestyle. Your life goals guide every step of our process, which begins with your personal vision and aspirations. From there, we work together to establish control of your finances and engage the power of your wealth.
Our Five-Step Process
step 1: discovery meeting
This is where are relationship starts, getting a true sense of who you are and what you would like your money to facilitate.
step 2: plan gap analysis meeting
We take the information gathered at the discovery meeting and assess your financial profile in search of any investment, estate, tax and/or insurance gaps. We meet to review our assessment and any potential recommendations.
step 3: the implementation meeting
We begin to implement your financial plan according to the agreed upon strategy.
step 4: the quarterly progress meeting
We meet with you quarterly, either in person or on the phone, to measure the progress of your plan.
step 5: the annual review
We meet with you annually to review your entire action-plan, and to make any necessary adjustments. Planning is a very dynamic process and demands consistent attention.