discover
Our unique discovery process brings us into your world. We focus on getting to know you and understanding the life you desire. Our team believes that authentic curiosity is the foundation of a successful client engagement.
Building trust takes time. We strive to develop a relationship with you that provides a consistent and safe place to reimagine your life’s possibilities and then help you navigate your choices with confidence.
Our multi-disciplinary approach includes the expertise of Certified Financial Planners™, CEPAs, attorneys, CPAs, insurance, mortgage and real estate professionals, private fiduciaries and trust officers. As your personalized financial team of advisors, we collaborate to create one cohesive plan.
design
Through Curiosity, Compassion, Creativity and Collaboration.
Your goals create the foundation for the design process and are combined with your financial resources and any constraints from either the make-up of your assets or biases identified.
This information is analyzed and tested to design a custom financial plan that takes into account your risk tolerance, time horizon, hopes and intentions. Our full financial planning engagements will also incorporate the impact of any tax and estate planning consequences.
deliver
Once you have chosen which combination of strategies to implement from the design phase, we transition to the implementation phase where we work closely with you and our strategic partners to bring the pieces together.
With the idea that life isn’t linear, a plan is living and breathing and must be monitored. The ongoing maintenance and service can be included depending on the engagement agreement of your choice.