Process
Process
Discovery Interview
- Get a basic understanding of your needs and goals
- Explain our capabilities and process
- Answer questions
- Agree to work together
Gather Data
- Discuss your unique circumstances and goals
- Review relevant financial and legal documents
- Identify issues or areas of concern
Analyze & Develop Plan
- Validation of your needs and goals
- Comprehensive analysis of financial position
- Collaborate with your other key advisors as necessary
- Development of specific recommendations
Plan Presentation & Delivery
- Deliver analysis of current situation
- Identify gaps and opportunities
- Detail specific recommendations
- Obtain consensus on overall strategy and recommendations
- Execute required documents
Plan Implementation
- Complete transition of identified assets
- Execute each component of plan
- Confirm implementation with client
*Plan implementation can be done through a firm of your choosing.
Monitor & Update
- Monitor performance of plan components
- Revisit plan when a major change to your circumstances occurs
- Recommend adjustments to capitalize on new opportunities