Our Process
As your planner, we are compensated on a fee basis for the time and expertise put into designing, creating, and sustaining your plan. Under this fee structure, we have a responsibility to ensure your interests and goals are always put first.
Of course, our role with clients goes beyond just providing expert guidance in the creation of your plan. When we work with you during a planning engagement, we follow the fiduciary standard which means that we act in your best interest and put your interests ahead of ours. We’ll also help you implement your plan. By working with your current advisors and, when necessary, helping you identify the right advisors who can fill a need we’ve identified together.
In the end, we are paid to work with you to make sure your needs are met with care, with expertise and with an understanding of your unique circumstances and individual goals. Together, we can agree on the appropriate fee structure based upon those needs and the specific services required.
Making great decisions about your wealth, whether you are deciding to grow it or protect it or both, starts with sound thinking; thinking that makes sense. Here’s how our thinking starts when it comes to helping you make important decisions.
With financial independence, family legacy and social capital solutions in place, wealth optimization becomes the focus of the planning process. We use a unique and disciplined values-based approach to help you make wise choices and to help ensure that your plan is focusing on what you value.
We break the planning process into four quadrants or phases, each one representing one planning cycle: Discovery, Creative Solutions, Strategy Deployment, and Results Management.
- Discovery: Identify Values, Vision & Goals. The first phase begins by thinking clearly about the problem.
This is called the Discovery phase and is where clarity is achieved around your goals and planning gaps are identified. - Creative Solutions: Think about the Solution. The second phase is the Creative Solutions phase where you think clearly about the solutions and make decisions regarding closing the planning gaps.
- Strategy Deployment: Implement the Solution. The third phase is the Strategy Deployment Phase where you implement the solution and help achieve your desired results.
- Results Management: Manage the Results. The final phase is the Results Management phase where we establish a plan to manage and implement the results. This assures you have confidence your plan will work over time.
Working with an advisor who takes the time to understand your unique desires and goals is critical.
We will take the time to help you make that assessment, develop a plan that works for you, and provide you with the tools and strategies necessary to successfully implement the plan.
