Our Approach

Clarity & Confidence for Life® Process

Discover

In our first meeting, we explore your key areas of progress that you’d like to accomplish in the next three years and identify any potential roadblocks that could endanger your progress. We also review your Data Organizer detailing your current financial reality and complete a Risk Profile Questionnaire for your investment portfolio going forward.
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Draft

In a follow up meeting, we present a draft of an Investment Policy Statement that outlines your investment objectives and risk tolerance, review a proposed portfolio snapshot and discuss ways to get your account(s) properly aligned and simplified

Dream

In this creative session, you design the life you imagine by listing specific future financial goals on your Financial Life Planner, and going deep on why these are important to you. From our Client Service Matrix, together we decide which planning engagement best fits your needs.

Design

We then analyze and design your plan to meet your goals, we present your Strategic Solution outlining the action steps for you and for us (to accomplish for you) to live your Life by Design

Delegate

We take action on the steps listed on your Strategic Solution to accomplish your goals. Delegating the financial matters to your trusted team of professionals that coordinate on your behalf allows you to focus on what matters most in your life.
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Deepen

Your new Life by Design allows you to concentrate on other areas of your life that you can’t delegate, like your health, time with family, spirituality, career and hobbies

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