We have created a structure that allows us to work with you until the why of your planning is completely accessible.  The implementation that follows lacks the start-stop pattern that you may have felt in previous planning.  Anytime a change or opportunity arises, we focus on the goal first.  Planning isn’t simply a single point in time that occurs at the beginning of our relationship.  In contrast, it describes the character of our ongoing interactions.  

In addition our business model allows us to stay front and center when daily life gets in the way of putting various pieces of planning in place.  We achieve forward motion, staying with you until every detail has been addressed.

Clarity as the only agenda

Before our clients became our clients, the most likely had relationships with other advisors in some of the traditional disciplines:  legal, tax investment or insurance.  Yet during the various phases of wealth accumulation and distribution people reach new plateaus.  Dangers arise that the wealth holder may not even have the context to explore or notice.

We suggest that at certain levels of wealth, the core team should be supplemented by a specific advisor who is chartered to look at the big picture.  This individual weaves the unique wisdom of each team member into a cohesive plan that supports the wealth holder’s vision.

That is why we separate the planning conversations from the solution conversations with a clear process and a fee-for-service structure.  The wealth holders know that the only agenda on the table during the why phase of our interactions is their need for clarity around a particular topic.