116 Village Boulevard
Our process is designed to be highly targeted and effective –it has been refined based on experiences with several families and small businesses. Our first consult is typically 15 – 30 mins long. We ask the client a set of 10 – 20 questions to determine key areas of the financial planning that are top of mind for you.
We take the time to understand our clients and their priorities their goals and their aspirations. We also take the time to understand the emotional needs, the risks surrounding the client and the tremendous opportunities that their futures hold. We also take time to understand your financial team – your CPA, attorney and any other advisors to familiarize ourselves with the other dependencies and influences that will likely impact your plan.
We analyze the data and understand the gaps and the opportunities including a hard look at the risks and tax minimization opportunities. We then leverage investment management, actuarial sciences and most importantly creativity to develop customized strategies that exceed our client’s expectations. Finally, we outline alternative approaches to solving the same problem to help the clients choose.
We work with you to choose the final strategies and stitch together a whole that is greater than the sum of the parts. By the time we make final decisions you are clear how each part of the strategy works – however, when we layer all the pieces together you can see how the solution complements and reinforces other parts to deliver a holistic picture. This is when you truly start to dream about what is possible.
We take great care to explain to you how the products and services we choose for implementation represent a high fidelity to the designs in the previous step. Again multiple options are presented to deliver clarity and giving you the final control on deciding the final direction of your financial future.
We monitor the plan at minimum on an annual basis, but can also do so more regularly as needed. The goal here is to reinforce what is working and improve areas that need support as your needs change.