Our process is illuminating
Talking about money can sometimes be experienced as a dark thing. Our process is thoughtfully designed to shed light on discussions of money, wealth and life. We bring clients’ personal, unique vision and plan into sharp focus, expertly planning for the next chapter.
We organize your files and statements (meaning total portfolio evaluation including investments, income, expenses and real estate) into a clear picture of where you are now. We illuminate your money roots—the financial operating system guiding your decisions and relationship to money. This becomes the baseline for future planning and our starting point for advancing your wealth experience.
We ask questions to clarify: where do we go from here? No preparation needed. We use the colorful tools in our toolbox to paint a picture of that future with a narrative statement, created just for you.
We explore the best ways to accomplish your vision. We build financial models (plural) and try each on for size, using your values and goals as our guiding light to choose the right path for you.
We design your Master Plan with you, take action with your assets, and keep you on track. Yes, you get a checklist. :)
Celebrate & Calibrate
We toast exciting milestones and encourage you every step of the way. We adjust as needed. We are your on-call advocate throughout the years when you need a sounding board or thinking partner.
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