We adhere to a four-stage wealth planning process that’s tailored to your unique goals, objectives, and experience. We call it The Personal Purpose Experience™. It’s designed to revolve around you, melding together all aspects of your life into a cohesive framework for your financial success—both now and for the future.
Discovering the Details Unique to You. It starts with understanding your distinct vision—establishing your personal and financial goals and dreams—and assessing where you are now in relation to achieving those objectives. This enables us to gain a clear and complete financial picture of you in order to help us prioritize and create a timeline.
Creating a Plan for Your Financial Freedom. Here, we identify key steps, develop strategies, and design an incremental plan for targeting your objectives. We’ll review different options and scenarios with you and tap our extensive network of business alliances—attorneys, accountants, estate planning specialists, and other third-party consultants—to help effectively leverage our collective experience to your advantage.
Putting the Plan into Action. Once we’ve determined the options that are consistent with where you see yourself going, we’re ready to implement the various elements of your custom plan. This is the point when your vision begins to come to life.
Evaluating and Refining as Your Needs Evolve. We stay connected with you at every stage, poised to anticipate and proactively adjust your plan to keep you on course as life inevitably shifts and changes. At the same time, your personal goals may change as well, so we continually assess and hone as necessary to support your near- and long-term vision.