Our Proactive Process

We believe, in order to plan for a secure financial future and leave a lasting legacy, you need a comprehensive understanding of your current financial situation, as well as how each decision you make affects your overall strategy.Through our proactive and holistic process, we evaluate both your current and future needs. We help you organize and simplify your financial life, understand the big picture and details of your finances, and the effect of all asset transfer strategies for intergenerational planning.

Discovering Your Objectives

We begin by asking questions you may have never before considered, which help us understand your goals for your and your children’s future, financial concerns, time horizon, and risk tolerance.

Understanding Your Financial Picture

Next, we chart your goals with your current financial picture. This helps us determine how to BRIDGE the gap between your financial situation and your vision for the future.

Crafting Your Roadmap

Then, we present time-tested ideas, as well as unique concepts, that combine information from Attorneys, CPAs, and other professionals, and create your personalized strategy. Our goal is to help you experience greater contentment in your path as you pursue your goals to make a difference for yourself, your family, your community and, possibly, make a difference in the world, as a result of your decisions and the example of the life you have led.

Monitoring and Adjusting

Once a strategy is in place, we continuously provide education and advice, monitoring your strategies to ensure they are up-to-date and working efficiently.

We meet with clients regularly to review their investments and update them as needed.