Our Process Phase I: Vision – What You WantWe will help you articulate and clearly define what you want toaccomplish with your family wealth by helping you: 1. Draft a LegacyVision Statement; 2. Detail your Wealth Priorities and 3. Outline specificFinancial Goals.Phase II: Assess – What You HaveWe will organize and assess your current plan by providing: 1. A VisualWealth Flow, a graphical portrayal of your current plan; 2. Results underyour current plan; 3. Outlining critical issues identified during the testingprocess.Phase III: Strategy – What You NeedWe will design an integrated Legacy Plan that will enable you tosatisfactorily achieve the results detailed in Phase I.Phase IV: Action – Get Things DoneWe will develop a step-by-step Action Checklist, acquire any financialproducts and coordinate any legal tools necessary to fully realize thebenefits of your newly designed Legacy Plan.