Our Process 

1. Discovery Meeting (Week 1–2)

  • Complete discovery process

2. Investment Plan & IPS

  • Diagnostic of current situation

  • Recommendations and investing approach details

3. Investment Plan Meeting (About Week 2)

  • Presentation of investment plan

4. Mutual Commitment Meeting (About Week 3)

  • Confirmation of commitment

5. 45-Day Follow-Up Meeting

  • Organization of account paperwork

6. Advanced Plan

  • Comprehensive evaluation of financial needs

  • Recommendations for moving forward

7. Professional Network

  • Team of selected specialists in key financial areas

8. Professional Network Meeting

  • Specialists evaluate financial situation

  • Develop appropriate solutions

9. Regular Progress Meetings (Ongoing, ~90 days)

  • Review progress

  • Implement advanced plan

 

Our Formula 

1. WM = IC + AP + RM

  • WM = Wealth Management

  • IC = Investment Consulting

  • AP = Advanced Planning

  • RM = Relationship Management

2. Investment Consulting (IC)

Management of all investment elements to help clients achieve their goals:

  • Portfolio performance analysis

  • Risk evaluation

  • Asset allocation

  • Assessment of costs

  • Assessment of taxes

  • Investment policy statement

3. Advanced Planning (AP = WE + WT + WP + CG)

  • WE (Wealth Enhancement)

  • Tax mitigation

  • Cash-flow planning

  • WT (Wealth Transfer)

  • Transferring wealth effectively (within or outside family)

  • WP (Wealth Protection)

  • Risk mitigation

  • Legal structures

  • Transferring risk to insurance companies

  • CG (Charitable Giving)

  • Maximizing charitable impact

4. Relationship Management (RM = CRM + PNRM)

  • CRM (Client Relationship Management)

  • PNRM (Professional Network Relationship Management)