As with all involved tasks, there is a process that we follow to establish and provide Holistic Wealth Management for our clients:
- We begin by taking an hour or two to really get to know you as a prospective client and to determine whether we are a good fit for a long term working relationship.
- Once the fit has been determined, we will learn about the values, life goals, and financial objectives that are important to you.
- We will then complete a thorough discovery process to clarify and understand each aspect of your financial picture and family or business structure to enable us to identify potential considerations in your future financial needs.
- We perform financial modeling of income, expenses, and asset growth throughout the remainder of your life.
- We will recommend strategies and provide you with clear choices.
- We will lead your team of professionals in refining and optimizing your chosen course of action to transition the strategies from academic to reality.
- We assist in implementing the optimized strategy and where necessary, help you select the best products available from the country’s leading providers.
- We monitor your financial situation and help you to maintain it going forward, managing your professionals as needed to ensure proper integration of their skill sets.