Our Process
Our Proprietary 7- Step Process is Engaging, Rugged, Holistic, and Refined.
First:
And always, we invest time and effort, really getting to know our clients. We offer a streamlined process for learning what matters most about your work, family, interests, hopes, concerns, experiences, communication styles and finances for current and desired future states - in a relatively short time.
Then:
We decide together on the best course forward, for you. Our menu of services is highly customizable. We offer 3 sevice levels to suit most needs, and our fees are laid out on sliding scales, tied to 3 "Fair Fee Factors" each a consideration personalized - to you. We continually endeavor to make our fees a drop in the bucket compared to the costs of the real life risks we help mitigate or eliminate, and the financial and confidence positions we better, step by step. Again, we start taking measures from our first meeting.
For each financial plan, we conduct thorough analyses, stress test what-if scenarios, and draw up custom written recommendations and an implementation plan to help guide each client, step-by-step, toward meeting their needs, mitigating risks, and accomplishing their prioritized goals.
Next:
With regular financial-life course and gear checks, we'll evaluate our progress in light of changing circumstances, needs, and goals, aiming for next steps, comfortable life-long incomes and legacy plans clients feel good to great leaving for loved ones.
Over Time:
We strive to be the trusted, enduring Financial Trail Guide by each client’s side, with personalized gear for funding life’s many transitions late-career and beyond.
It's an incredible honor and pleasure when we get to serve two to three family generations with their needs and goals.
Together with our clients, our process helps us live on purpose,
fund life, mitigate risks, and accomplish much good.
