The Process

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  1. We begin by taking an hour or two to really get to know you as a prospective client and to determine whether we are a good fit for a long term working relationship.
  2. Once the fit has been determined, we will learn about the values, life goals, and financial objectives that are important to you.
  3. We will then complete a thorough discovery process to clarify and understand       each aspect of your financial picture and family or business structure to enable us to identify potential considerations in your future financial needs.
  4. We perform financial modeling of income, expenses, and asset growth throughout the remainder of your life.
  5.  We will recommend strategies and provide you with clear choices
  6.  We will lead your team of professionals in refining and optimizing your chosen course of action to transition the strategies from academic to reality.
  7.  We assist in implementing the optimized strategy and where necessary, help you select the best products available from the country’s leading providers.
  8.  We monitor your financial situation and help you to maintain it going forward, managing your professionals as needed to ensure proper integration of their skill sets.