1 Family Discovery Our first meeting typically takes about 1-2 hours. We listen, learn about your goals, and gain an understanding of your family dynamic through our Family Legacy Tree.
2 Info Gathering You’re given a checklist to help collect the documents we’ll need to to develop a complete family wealth plan. This includes wills, insurance information and tax returns.
3 Plan Proposal Our priority is to present complex concepts in simple ways. We present and review your Investment Policy Statement, wealth planning projections and next steps.
4 Who Gets What When As part of the process of designing your estate plan, we also provide a unique document that simplifies and clarifies the eventual transfer of wealth to your beneficiaries.
5 Strategy Meetings During the first year, we host quarterly meetings to coordinate with specialists, implement recommended strategies and review your portfolio. After the first year, we host semi-annual review meetings with additional meetings as required based on major life events.
6 Extended Family Resources On an ongoing basis, we make available a range of family-oriented resources, including working with your children or grandchildren to help them gain financial awareness.
