Our Process

Keeping you informed, while preparing for life’s inevitable ‘what ifs.’

Our team has crafted a tried-and-true process that we use with each prospective client which gives us insight into your unique values and goals.

We start off with a Right Fit Discovery Meeting in which we take the time to truly get to know you and your financial and family priorities.

We work with a limited number of clients, so our Mutual Commitment Meeting is designed to ensure we are working with clients for whom we feel we can make a significant impact on their lives and help them pursue a life of significance.

We believe our process helps us to keep clients informed of strategies and opportunities that could add value to their financial life, while preparing for life’s inevitable ‘what ifs,’ and ultimately helping them gain financial freedom.

Step 1
Right Fit
Discovery Meeting

We listen and learn to gain a deep level of understanding about the financial and family priorities of our clients. We share about our process and establish a vision for the future.

Step 2

Using insight about each client’s goals, their unique cash flow needs and the specific asset allocation structure to achieve it, we create an individually tailored cash flow model.

Our Process
Step 3
Balance Sheet

By taking a total balance sheet approach, we help our clients understand their unique investment philosophy and how it drives the asset allocation strategy we’ve designed to address their lifestyle, liquidity and legacy needs.

Step 5

We can function as our client’s personal CFO to simplify the experience as we implement our asset management strategy. We employ concierge-level support and discrete guidance throughout the life of the relationship.

Step 4

As life changes and needs evolve, we will continue to meet regularly to assess our progress and maintain the alignment among the portfolio, goals and any liquidity needs that may arise.

Schedule a Discovery Meeting Today