Our Process
While every client is unique, with very specific planning goals, over the years we have developed a highly efficient holistic process that our clients find both helpful and reassuring.
Phase I: Pre-Engagement
Listen To You
Through thoughtful listening, we seek first to understand your desires and needs as they relate to you and your family. Then we educate you as to the various choices available to meet your needs and desires
Review Your Personal and Financial Concerns
We carefully review all of your personal and financial information and existing planning documents.
Accept The Engagement
We accept engagements only when we can achieve substantial results. Based upon your objectives and circumstances, the parameters of the engagement includes fees, deadlines and responsibilities
Phase II: Engagement
Design Your Plan
We then work together to create a plan that will meet your desires and needs as well as make decisions about important people and personal instructions
Plan Preparation
Here we work as a team in our office, as well as with your other advisors, to design your personalized planning documents
Signing Conference
This meeting is where the completed plan is introduced and thoroughly explained to you and all necessary documents are signed
Funding Process
Here you will be assisted in placing all of your assets in a position where they are controlled by your plan
Phase III: Post-Engagement
Periodic Reviews
We provide you with regular reviews of your planning to assure your plan continues to meet your objectives and complies with Federal and State Law. Remember, planning is a process, not an event.
Plan Administration
In the event of your disability/death, we are available to assist your successor trustees, advisors and other family members to assure your plan is carried out according to your objectives and desires.
