Wealth Discovery Process

Our proprietary Wealth Discovery™ and clarity process

is a consistent, predictable approach to wealth planning – customized to your specific needs.

As we work with you one-on-one to understand your personal values and beliefs, they will become the underlying foundation of your wealth plan.

Then we’ll define challenges and opportunities, and formulate solutions to help you achieve your goals.

We approach the planning process through careful analysis. Only after we have learned all we can about you and your goals, both personal and financial, do we move on to educating you about possible strategies that align with your goals.

We recognize that every client’s educational desires are different. We’ll spend as much or as little time to give you a comfort level in your plan and confidence in your decisions.

We’ll help you evaluate your options – analyzing cost, time and complexity of each solution available.

Once you’ve selected a course of action, we’ll provide you with access to all resources needed for plan implementation and success.

Finally, we recognize that financial planning is an ongoing process for affluent people. Life situations and priorities change.

We have regular process review meetings with our clients and set key milestones for performance to ensure that we are continually delivering results and making refinements as appropriate.