Our Wealth Management Consultative Process:
Comprehensive, Personalized, Collaborative
Wealth Management Overview
While many financial advisors focus on the Investment Consulting functions, we take a very broad approach, seeking to integrate quality investment management with other areas of financial planning, asset protection, and estate planning.
Our process is personalized (see “Family Profile”), and highly collaborative in that we seek to integrate our work with the input of other professionals. That may mean reaching out to your current advisors (attorneys, accountants, insurance providers, etc.), or we may call upon the expertise of our own network of skilled professionals.
Create a Family Profile
The starting point for our Wealth Management Consultative Process is the Discovery Meeting where the focus is on you, your values, goals, and important relationships in your life. This leads to the creation of the Family Profile, a graphical representation of your personal “big picture”, and a key point of reference for the rest of our process.
Wealth Management Process
Our Discovery Meeting will help to determine if we are a good fit for you as Wealth Managers, and is the first in a series of meetings in our advisory process. Should you engage us as your advisors, our regular progress reviews will allow us to guide you over time as your life, goals, and circumstances change.
Lifetime Strategic Planning
With input from our Advisory Network of experts, we begin to craft a Strategic Planning checklist, which allows us to chart progress and set goals touching on all areas of the Wealth Management Process.