Our unique Prolifica360 process is your edge

 

With roots in Medieval Latin, the word prolifica can be defined as an abundance of something that is everywhere, at all times, which makes it the perfect way to describe wealth management. We firmly believe that as your life and your financial journey evolve, your wealth plan should be evolving as well. That’s why we created a customized, dynamic framework that offers you a 360-degree view of your finances and encompasses every aspect of your financial life, all at once.

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1. The discovery process

We start by taking the time to discover your unique needs, goals, and circumstances. Having a clear and thorough understanding of all the people involved, as well as what’s important to you and why, is the key to our success.

2. The strategic gameplan

Once we have a thorough understanding of all the people involved and your priorities, we can come up with a strategy to help you achieve your goals. We’ll develop a financial plan, which is one of the most critical components of our process, and use this document as our financial roadmap.

3. The implementation strategy

To implement our wealth strategy, we create an Investment Policy Statement (IPS), which provides guidance on your long-term strategic investment plan, and also outlines the criteria for monitoring, evaluating, and reviewing your investments.

4. The component analysis

We recognize that your wealth extends beyond your investments. It includes financial planning, will and estate planning, insurance planning, and tax planning. It is our hope that once you have a clear understanding of all these components, you will feel empowered and excited about your financial future.

5. The review process

Once we have your financial plan in place, we don’t set it and forget it. We conduct regular reviews with you, either in person or over the phone, depending on your preference. We use this review to ensure we are on the right track and make adjustments as necessary.

6. The ultimate goal

In a world of uncertainty, we prioritize building relationships with our clients and their family, for life. We never lose sight of the ultimate goal, which is to help you and your family create lasting wealth.