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Our Four Step Process

Threats in an uncertain world – Today the successful in America are under attack. The current economic crisis, tax increases has caused many people including the affluent, to reevaluate the security of their personal, family, and business wealth.

Step 1: Discovery

The process starts with a meeting to understand your personal vision, values and goals. We clarify and document how you measure success, times frames for achievement, how we will best work together, and ensure we build a Strategic Blueprint that best suits your core personal and financial needs.

Step 2: Document Audit

Once your goals have been established, we collect your financial documents and outline the financial focus areas we will address and how we will manage specific deliverables and timelines. We assess your current wealth defense, i.e., what have you done so far to protect your wealth. We identify threats such as:

  • Estate taxes
  • Changes in income
  • Capital gains
  • Potential “creditors/predators”
  • Premature death or disability

We will audit the following documents:

  • Wills and trusts
  • Tax returns (personal and business)
  • Investment statements
  • Insurance policies and statements
  • Business financial statements (balance sheets, profit and loss statements)
  • Shareholder’s/Buy-Sell agreements
  • Business benefits programs, etc.

Step 3: Brainstorming

We work regarding your unique personal and financial goals. We discuss your current situation and how we work towards achieving that vision through four focus areas including: Estate, Investment, Financial Independence, and Business Exit Planning. Evaluate Pros and Cons of each strategy to defend your wealth.

Step 4: Action Plan

Having completed the focused planning components, we move into the implementation phase of your Strategic Blueprint. Collaborating with your tax and legal advisors as needed, we deploy the wealth solutions in a timely and efficient manner. Prioritize. Impose a time frame to get things done. We meet regularly to reflect, review, and discuss your plans. Provide dynamic, relevant financial strategies that evolve with your changing needs and goals.

  • Annual schedule of events
  • Regular reviews of all financial vehicles
  • Tax law review and strategy alignment