We strive to create personalized solutions for each one of our clients. Our consultative-based approach is divided into four phases:

We listen to your goals, priorities and concerns. We share with you best practices and know-how gained from working with similar clients. We work with you to define the overall scope of the engagement and the relevant fees. Once your goals and priorities are well-defined, we gather the data and documents to help formulate a plan.

We propose solutions that will help you achieve your goals. Using the collected data and documents, we prepare personal financial statements (cash-flow and balance sheet) to determine where you stand. We quantify each goal and measure the gap between where you are and where you want to be. Once the plan has been agreed upon, we turn it into actionable steps.

We implement the steps necessary to achieve your goals. We work with you to devise an implementation schedule and responsibilities. We assign a team that seamlessly coordinates the details of the implementation process. At your request, we work with your existing advisors to guarantee a smooth implementation.

We review your progress on an ongoing basis. In addition to an annual meeting, we follow-up with a quarterly conference call to answer any questions. We recognize that priorities change, interests evolve, and new opportunities and challenges present themselves. We ask you to meet with us at major life event such as marriage, divorce, new born, job change, disability, business opportunities, retirement, etc.