Our process is designed to help you develop an integrated plan that aligns your financial resources with your values.
Our Approach.
Step 1.
Getting to know each other
We invite you to contact us for a discovery call so we can learn about you and you can learn about us. No obligation - this is your opportunity and ours to determine if we are a good match and whether our knowledge and skillset will be of value to you on your journey. Here's what to expect:
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Discussion of your current setting, goals, and what triggered you to reach out to us
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Who we are, what we do, and how we do it
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Q&A to address your questions
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From the discovery call and some additional information provided by you, we can outline how we can assist you and the estimated out of pocket costs.
From the discovery call to the ongoing planning process and tax preparation, all of your data and our interactions are confidential.
Step 2.
Identify your life goals, values, and financial resources
We need to understand the time, energy, and financial resources you have available to create a life that allows you to flourish, cultivate wealth in every area of your life, and spend time on what you love and with those you love. Listening is our key to creating your roadmap. During our initial data gathering session, we want to hear about:
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Your current financial setting
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Your financial goals (short and long-term)
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Your financial fears
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Your retirement dreams
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Your philanthropic wishes
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Your legacy aspirations
Step 3.
Creating your roadmap
Following our data gathering session, we will roll up our sleeves and begin crafting a roadmap using time-tested strategies and thoughtful solutions that are customized to your unique financial setting. In a series of follow-up sessions, we will walk through the initial model and gather feedback for adjustments and then consider the interrelationship and integration of various areas of planning and taxes.
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An overview of your cash flow and net worth
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Discussion of strategies that consider the interrelationship and integration of all the areas of planning and taxes
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A personalized action plan with prioritized steps that move you toward achievement of your financial goals
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Regular discussions to help you stay on track
Step 4.
Guiding the way
The planning process is not a one-time event, it is an ongoing relationship. That's why many of our clients consider us an extension of their families. We will continue to review and revise your plan to fine-tune as we go.
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Tracking your progress and evolving financial setting
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Proactive tax planning
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Built-in flexibility to navigate unexpected events
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Regular discussions to help you stay on track
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Updating your plan when a change in course or direction is necessary (e.g., new tax laws, an important life event or new goals)
How we work together.
We meet with you how you prefer, whether it's face-to-face – virtually or in person.
We utilize technology to make it easy to work together.
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Collaborative video meetings
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Secure portal to send and receive sensitive information
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Electronic signing of important documents
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Electronic filing of your tax return
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Online payment options
Who we work with.
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Individuals and families
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Entrepreneurs and business owners
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Professionals
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Corporate executives
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Retirees
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Private foundations
Those we work with are smart and savvy and know that they do not need to know everything about financial planning and taxes. We work with individuals and families ranging in age from their 30s to well into their 90s. Whether you are working, about to retire, or already retired, each stage has special objectives and specific concerns. We are prepared to work with you where you are in life. You are unique, and your plan is customized to your setting.