Process
Our Process
We think you should know and feel good about where you are; that is why our process is based on providing continual clarity and confidence through comprehensive financial planning.
If you were to meet with us three years from now and look back over those three years, what would need to happen, personally and professionally, for you to be happy with your progress? Specifically…
- What dangers need to be eliminated?
- What opportunities need to expand?
- What strengths need to be maximized?
STEP 3: Review. Repeat
We then review your assets and liabilities, cash flow, and income planning. We also review your wills, trusts, durable powers of appointment to identify the selection, allocation, and timing of beneficiary distributions and successor trustee duties, costs, and designations. And finally, we review your income, capital gain, and estate tax exposure, examining ways to redirect these taxes to the family and organizations that share their values.