Our Approach

Your Personal “CFO”

1. Discovery Interview

  • Get a basic understanding of your needs and goals
  • Explain our capabilities and process
  • Answer questions
  • Agree to work together

2. DATA COLLECTION & INTAKE

  • Discuss your unique circumstances and goals
  • Review relevant financial and legal documents
  • Identify issues or areas of concern

3. ANALYSIS & STRATEGY DEVELOPMENT

  • Validation of your needs and goals
  • Comprehensive analysis of financial position
  • Collaborate with your other key advisors as necessary
  • Development of specific recommendations

6. MONITOR AND UPDATE

  • Monitor performance of plan components
  • Revisit plan when a major change to your circumstances occurs
  • Recommend adjustments to capitalize on new opportunities

5. PLAN IMPLEMENTATION

  • Complete transition of identified assets
  • Execute each component of plan
  • Confirm implementation with client

4. PLAN PRESENTATION AND DELIVERY

  • Deliver analysis of current situation
  • Identify gaps and opportunities
  • Detail specific recommendations
  • Obtain consensus on overall strategy and recommendations
  • Execute required documents