Our Approach

Step 1Understanding

Step 2Analyzing

Step 3 Exploring

Step 4 Collaborating

Step 5 Monitoring

Step 1 Understanding

About 30 Minutes
Our relationship with you, and the process for securing your family’s future, begins with understanding the things that are important to you. So, we begin our process by discovering just that.

Step 2 Analyzing

About 1-1.5 Hours
We will work with you and your other advisors to analyze the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes, while meeting your personal philosophies and family needs.

Step 3 Exploring

About 3-5 Weeks
After gaining an understanding of your financial situation, we help to crystalize your goals and objectives.

Step 4 Collaborating

About 1-1.5 Hours
We explore possible strategies to achieve your goals, collaborate with your circle of advisors, and can then help you implement and follow up on your course of action.

Step 5 Monitoring

Ongoing Through the Next Year
At this stage, we will monitor your financial situation to ensure that your strategy stays aligned with your goals and objectives.