For most people, wealth is not the destination. It’s just the vehicle. So where exactly do you want to go?
Every situation is different. You may be coming to us in the midst of a dramatic life change — an IPO, a major career move, a divorce or retirement. You may simply feel the impulse to get greater clarity, establish control and define the trajectory of your financial life. Either way, we hope our two major service areas will supply you with the levels of support you need.
Our systematic and thorough approach to financial planning marks the start of what we believe is a transformative journey. It begins with intimate, far-ranging discussions. The process is relaxed, smooth and guided by some of the most resourceful people in the business. It’s enhanced by our use of powerful technology.
The financial planning process, or the steps to create a financial plan, generally occurs across three major phases: 1) Create your vision; 2) Design and implement the plan; and 3) Evolve the plan.
Create your vision
Design and implement the plan
Evolve the plan
Out of the fog of hectic modern existence, goals, challenges and priorities emerge. A clear financial plan takes shape, reflecting answers to fundamental questions like:
Your financial plan centralizes your entire financial life in one living, breathing document, meaning it is constantly evolving. A high-caliber financial plan is a beautiful thing. So is a tightly crafted investment strategy. But to really be valuable, both have to be diligently executed.
The work is spearheaded by a core team that works with you closely day-to-day. We work to stay on top of all the minutiae, answer all your questions, and provide counsel on decisions both large and small. Whether it’s freeing up cash flow, adapting to a change in your retirement plans, advising on revisions to your estate plan, or fine-tuning each year’s tax strategy and filings, we’re constantly taking care of business on your behalf.
The plan evolves as your life does. Your time horizons, your income targets, your liquidity needs, and many more essential parameters become the foundation for your investment strategy. (Read more about our investment operation here.)
Let’s take this discussion to a more personal level.