Our Process
Financial Planning is not just for a select few...it's for everyone.
Plan and Advise
•Audit personal/business history, current financial picture,
documents, investments, risk tolerance
•Understand your key business and family relationships
(values, health)
•Create vision for ultimate financial scenario
•Understand your personal and /or business goals
•Identify and analyze gaps in your plan
•Make suggestions to help prioritize
Implement
•Documents brought up to latest standards and tax laws *
•Wealth Navigator Platform
Monitor and Adjust
•On-going monitoring and periodic review by a team of professionals
(Concierge Level Client Service)
•Incorporation of new assets as needed