Our Process

Our Process

To help achieve success, we rely on a disciplined three-step process
(illustrated above)

In Step 1 we conduct a holistic audit of your current estate, investment and business situation (if applicable) and analyze every component of your finances. Based on this information, we develop a comprehensive understanding of your current situation, including Asset Protection Gaps, and estate distribution projections. Clear goals are set.

From an in-depth analysis - Step 2 - we indentify the gaps between your current planning and your objectives and risk tolerance. We then offer alternative strategies and identify solutions that are an appropriate fit for your situation. These personalized recommendations form the basis of your plan.

The final step of our process - Step 3 - is implementation. When executing your plan, we ensure each component is coordinated and integrated. We are committed to keeping your plan current by offering updated renewal services.