It starts with you.

Our process begins with getting to know you and your goals. Tell us where you want to go, and we’ll work with you on how to get there tax efficiently. As your life changes, we’ll adjust your plan so it better aligns with your new path.

So what are the steps?

1. Introductory Meeting

In our first meeting, we’ll identify your goals, priorities, preferences, and any obstacles you may have. We’ll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.

2. Exploration

After our first meeting, we’ll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we’ll start sketching a preliminary plan. The more open and transparent this phase is, the more useful our plan will be. After all, who would follow a prescription without a thorough diagnosis first?

3. One Page Plan

Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to maximize long-term wealth and minimize lifetime taxes so you can maximize life. We work hard to keep this to one page.

Download a sample One Page Plan.

4. Ongoing Support & Advice

Life is constantly changing, and your goals will too. When new priorities arise, we’ll be here to make the adjustments that keep you on track. We’ve built a proactive system to stay on top of your planning needs by following an annual service calendar, so you know what to expect and when.

Annual Service Calendar

January & February Tax letter and organization for tax preparation
March & April Semi-annual review meeting
May & June Estate review
July & August Investment review
September & October Semi-annual review meeting
November & December Insurance review and year-end tax planning

Contact us today to see how a financially sound plan may bring you closer to your goals.