Our Process

Phase I: Vision – What You Want
We will help you articulate and clearly define what you want to
accomplish with your family wealth by helping you: 1. Draft a Legacy
Vision Statement; 2. Detail your Wealth Priorities and 3. Outline specific
Financial Goals.

Phase II: Assess – What You Have
We will organize and assess your current plan by providing: 1. A Visual
Wealth Flow, a graphical portrayal of your current plan; 2. Results under
your current plan; 3. Outlining critical issues identified during the testing
process.

Phase III: Strategy – What You Need
We will design an integrated Legacy Plan that will enable you to
satisfactorily achieve the results detailed in Phase I.

Phase IV: Action – Get Things Done
We will develop a step-by-step Action Checklist, acquire any financial
products and coordinate any legal tools necessary to fully realize the
benefits of your newly designed Legacy Plan.