The process begins with a conversation about you. I want to know what’s important to you, and what you feel tomorrow should look like.
And we’re not just talking about money. We’re talking about who you are, where you want to be, and how you want to live.
Want a nice house with a yard, and a white picket fence where the dogs and the grandchildren play? That's great.
But so is living in a custom camper van, driving from coast-to-coast and letting the direction of the wind determine your route.
Either way, or anywhere in between, you will have distinct wealth goals. In our conversation, everything is on the table. That includes what’s important to you, what you want to make happen, and how we can facilitate that together.
Beyond Mere Management
Management is about planning, organizing, and controlling activities. It's very clinical, and doesn’t make a lot of room for the human element. And without the human element, what have we got? This is about more than just the money. It's about you, where you are, and where you want your wealth to take you. That means a clearly defined process with your life in mind.
You have priorities in your life, from personal to social. Now more than ever, investors like you are concerned about their investments. They want to know where their money is going and what it’s doing.
In our conversations, we discuss developing a plan for your money that accounts for the who, what, and when of your priorities.
This is an area that many people often don’t consider: implementing your wealth plan in conjunction with your personal and professional relationships.
When we complete your plan, we determine how it should be implemented through accountants (for taxes), attorneys (for estate planning), and insurance professionals (for many possible issues).
Sometimes, for various reasons, we might need to work with adult children or other family members.
Your Annual Report
You know as well as anyone: change happens. Regardless of where you are today, your life tomorrow can go through changes. So should your planning.
We establish a long-term relationship so your planning remains current. As necessary, we communicate about your plan, what your wealth is doing and where it’s going.