Discovery

Ask yourself what really matters most to you?

• What type of lifestyle do you enjoy?

• What do you worry about?

• What are you most passionate about?

• What are your short and long term goals?

Our conversations will explore your values, key relationships, total assets and preferred manner of communication. Using our holistic approach, we can look at your financial position and plan accordingly.

Strategy

Using a team approach we will present to you a comprehensive plan that addresses:

• Diversified allocation on all assets

• Your income and cash flow needs

• Borrowing

• Asset protection

• Retirement planning

• Wealth transfer

• Philanthropy

While keeping in mind your personal financial information including liabilities. We will assess risks and identify potential threats to your financial health.

Implement

We will create a structured road map to your financial success.

• Paying close attention to how the various parts of your plan affect, enhance and integrate with one another.

• We provide our advice on issues we have identified, such as family-dynamics, estate planning, lending, tax planning and more.

• The Financial Plan we create specifically for you will be a combination of defining the following: roles and responsibilities, investment goals and objectives, investment guidelines, portfolio review and evaluation guidelines, communication guidelines.

We are your Financial CFO where we will build and coordinate relationships with your spheres of influence such as CPA's, Attorneys and other important advisors. Whatever approach we decide on, we will help your investment plan stay on track.

Monitor

We provide each client with a Wealth Binder which serves as an organized, systematic way to track all financial documents:

• This is a great tool to hold your wills, trusts, insurance documents, healthcare proxies, contact information and many other important financial documents.

• We will seek to make certain your assets are positioned according to your evolving needs.

• An easy and accessible way to monitor and review your portfolio