Our Wealth Planning Process

Financial planning catered to your goals

Our wealth planning process is designed to help high-net-worth clients plan for all their financial considerations. We take the time to evaluate every aspect of a client’s financial picture and develop customized strategies based on life and business goals. As your Single Source, we provide a 360-degree analysis and unbiased guidance that’s always in your best interest. 

In addition, we also utilize the latest financial technology to keep client’s financial affairs secure, organized and updated, and help clients prepare for the future. Each client has a secure, wealth planning portal that gives an in-depth, real-time view into their finances and features an online vault for storage of important documents such as wills, trusts, plans, contracts and insurance documents helping clients stay on top of their financial affairs.

Steps 1-3: Circumstances, Goals, Options

Step 1: Understanding Personal and Financial Circumstances

  • Obtaining Qualitative and Quantitative Information
  • Analyzing Information
  • Addressing Incomplete Information

Step 2: Identifying and Selecting Goals

  • Identifying Potential Goals
  • Selecting and Prioritizing Goals

Step 3: Analyzing the Client’s Current and Potential Alternative Course(s) of Action

  • Analyzing Current Course of Action
  • Analyzing Potential Alternative Course(s) of Action

Steps 4-5: Developing and Presenting

Step 4: Developing the Financial Planning Recommendation(s)

  • Select recommendation(s) to maximize Client potential for meeting goals
  • For each recommendation, consider:
  • Assumptions and Estimates
  • Basis for Recommendation
  • Timing/Priority
  • Interdependency of Recommendation

Step 5: Presenting the Financial Planning Recommendation(s)

  • Present recommendations
  • Present information considered in developing the recommendation(s)

Steps 6-7: Implementing and Monitoring

Step 6: Implementing the Financial Planning Recommendation(s)

  • Address implementation responsibilities
  • Identify, analyze and select actions, products and services
  • Recommend actions, products, and services for implementation
  • Select and implement

Step 7: Monitoring Progress and Updating

  • Monitoring and updating responsibilities
  • Monitor the Client’s progress
  • Obtain current qualitative and quantitative information
  • Update goals, recommendations or implementation decisions

Contact us today to schedule a free consultation to determine how we can help you establish your customized plan.


We get to know you and build customized financial strategies to help you reach your goals