Guidance for the big picture and finer details
Serving you with an objective approach Delivering a disciplined process
With a complex financial life, it’s even more vital to follow a structured plan for success. That’s why we’ve developed a trusted process to help uncover your wishes, wants and needs, and customize a comprehensive plan designed to help fulfill them. No detail is overlooked as we provide personal attention at every stage of our relationship.
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Our first step is to catch up with you and begin appreciating the complexity of your current circumstances. Along with capturing key data and documents, we will also identify your objectives, goals and metrics. We call these Destinations, Waypoints and Milestones. Most importantly, we want to come to an agreement on the primary working assumptions for your plan.
We call this stage “Clarity” as it provides a clear understanding of your starting point – both for us and for you. In many cases, this is the first time many people have seen a concise and complete overview of their current situation.
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Next, we will bring our combined professional experience, training and advanced education to build a Roadmap that connects the critical parts of your plan together. We call this our ProModule Process™ and it is designed to be modular, flexible and cohesive. Most importantly, it can adapt as your plans and circumstance require. The journey of life is never a straight road; your plan needs to be as responsive to changes as you are.
In this stage, we look for risks that can be eliminated, opportunities that can be captured and strengths to be reinforced and maximized. Importantly, while your case is unique to you – we’ve likely achieved success on a similar situation before. In even highly complicated situations, we have already gone up the learning curve.
Further, we have established a remarkable network of complementary tax, legal and other professionals to bring additional support and resources to your plan, as needed. Our horsepower to solve problems is significant.
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Our relationship is not merely an association where we check in from time to time. We’ve designed our ProModule Process™ to be a collaborative experience where we go with you on the journey. For example, our Roadmap outlines key planning objectives and tasks into quarterly milestones, so we always know where we are and what comes next. We can also flex the process, accelerating, pausing and pivoting the plan as you and circumstances require.
In most client relationships, we act in a Fiduciary capacity, managing portfolios on a discretionary basis which very few Advisors are permitted to do. This ability to provide more responsive and crisper service also elevates our duty and obligations to act in the best interests of our clients at all times.