Catering to our clients
This is a comprehensive financial planning process most applicable to high-income and/or high net worth individuals. We bring a coordinated business approach to personal financial planning, beginning with a thorough fact-finding discussion. From this initial meeting we formulate a Key Planning Priorities summary sheet, which serves as the financial planning blueprint against which financial decisions are measured. Both defensive and offensive strategies are discussed and an action plan is developed. Throughout the plan’s implementation, we monitor results to help ensure that our client is moving towards accomplishing his/her objectives according to the Key Planning Priorities sheet.