Our Process: Vision to Life to Legacy™

The more money you have, the more complex your financial planning and wealth management become. This complexity can leave leave you feeling uncertain or afraid that you’re missing out on overlooked opportunities. When you have a high-performing Family Office behind you, people who deeply understand who you are, what is truly important to you, and how to optimize your unique financial world, you can be supported in bringing your most meaningful Vision to Life to Legacy™ and living an amazing life living your legacy - a life in which you are:

●      Free to fully enjoy your most meaningful moments

●     Confident that you can take great care of the people you love, and

●      Empowered to make a greater impact for the people and causes you care about.

We follow a comprehensive process that helps us optimize your wealth, life, and legacy, so that you can enjoy every precious moment of your life.

DISCOVER PHASE

Part of what makes us different is our discovery process - how we intentionally seek to deeply understand your world and what your most meaningful vision is so that we can create customized solutions to help bring your Vision to Life to Legacy.™

• Enrich Your Vision
  In our initial meeting- the Discovery Meeting- we authentically seek to get to know you as a person and what your most meaningful vision is for your life, your family, and your business. We also gain a deep understanding of all of the complex, moving pieces of your financial world and what your unique needs and concerns are therein.

• Uncover the Gaps
  After our initial meeting, our team goes to work creating your Personal & Financial Life Blueprint- a thorough, one-page diagram that organizes all the interconnected details of your personal and financial world. This allows our team to uncover any gaps that exist between your current financial world and what you most hope for in your personal life, as well as begin to discover every great possibility that exists for you.

• Discover the Possibilities
  We then have our second meeting- the Possibility Meeting- where we walk you through your Personal & Financial Life Blueprint. 

This process gives you more clarity than you’ve ever had by providing you with a comprehensive, big-picture understanding of your financial world and how each element is affecting the next. This also helps you see where any disjointed aspects in your financial world are creating gaps between where you are and where you truly want to be.

But even more importantly, we seek to give you a newfound sense of confidence by providing ideas for impactful, personalized solutions to help optimize your unique financial world, as well as renewed inspiration by showing you great possibilities and opportunities available to bring your most meaningful Vision to Life to Legacy™.

Should we decide to work together after the Discover process, we then move into the second phase:

OPTIMIZE PHASE

Optimizing your financial world means seeking to create the best possible outcomes for every area of your personal and financial life.

Our optimization process consists of four fundamental elements: Making smart decisions with your investments; developing and implementing your Advanced Financial Plan; utilizing our   Family Office approach to put together a personalized, highly-coordinated team of talented professionals to optimally address each area of your financial world; and helping you make decisions that best support each member of your family and your family as a whole.

• Optimize your Investments
  We manage all of your investments in a holistic way with the intention of reducing your costs, mitigating taxes, managing risk exposure, and improving returns. Our focus is on making investment decisions that are in alignment with your vision and that create the highest probability of helping you achieve what’s most important to you in your life.

• Optimize your Financial Plan

  We build your personalized Advanced Financial Plan, which organizes every aspect of your financial world that needs to be addressed in order of priority. In your plan, we address the four core wealth-planning areas, seeking to mitigate your taxes, protect your wealth, address your wealth transfer preferences, and help you maximize your charitable impact.

• Optimize your Support Team
  As your professional advocates, we help you put together a personalized, highly coordinated team using our best contacts of talented professionals to optimally address each area of your financial world, such as CPAs, attorneys, insurance brokers, and much more. We work with them side by side to ensure that all areas of your financial life are working together in a seamless, cohesive way to help you achieve your goals, alleviating the pressure of having to handle all of these professional relationships alone.

• Optimize your Family Relationships
  Additionally, we become your family advocate; when helpful, we hold family meetings that are connected, constructive, and empowering for your family relationships. We delicately guide you through the family dynamics at hand to ensure the decisions we make positively affect each member of your family and the family as a whole.

EVOLVE PHASE

Part of helping you live out your most meaningful vision comes from our commitment to continuously improve your financial world.

As both your financial world and the greater world evolve, we are constantly looking out for you- we utilize a systematic process to continually evaluate strategies and implement improvements so that we can keep you on the best possible course to achieving your goals in the most effective and cost-efficient manner.

It is our great joy to give you the confidence of knowing you have a team looking out for your best interests each step of the way, ultimately giving you the freedom to build an amazing life and live your legacy now - a life in which you’re free to fully enjoy your most meaningful moments, confident that you can take great care of the people you love, and empowered to make a greater impact on the people and causes you care deeply about.