Our Process
Our 10-step process is designed to ensure that our clients understand our value proposition from the start of the process. We take extra time and special care to ensure that the role of the advisor AND the client are clearly understood. It is vital that the client understands each step of the process and is engaged along with the advisor during the development of various strategies.
The most unique aspect of our process is "Step 7." Most financial services firms focus exclusively on financial assets that have been or are being accumulated. It stands to reason that these assets require and deserve focused attention. However we have established an analytical process designed to uncover inefficiencies in various areas of our client's finances allowing us to identify where money is being transferred away from our clients unknowingly and unnecessarily. The result of this work is a "re-capture" of those valuable resources and the opportunity that they provide.
Our process is circular in design. We work closely with our clients year after year and are constantly going back to "Step 1" and repeating the process. This full revolution approach allows us to examine our work from the starting point and make adjustments as the financial environment changes or as other parts of the strategy evolve.