The creation of your Total Wealth Plan begins with our Financial Roadmap, a series of vital conversations to gain an in-depth understanding of your values, your goals, your current and future resources, and your family situation.
These conversations guide us as we design a framework for making tactical decisions based on your family’s unique circumstances. Through proprietary analysis, we explore and test various planning scenarios and investment strategies to determine an optimal and specific plan.
Once your Total Wealth Plan is ﬁnalized, we help execute all of the recommended actions, ensuring that your best interests are at the forefront of every decision and every action. Additionally, we evaluate any estate planning, insurance, tax planning, lending, or other ﬁnancial areas that may need to be addressed.
We then monitor and adjust your plan to best reﬂect changes in your lifestyle, personal situation, time horizon, and market conditions.