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


•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