To create your comprehensive wealth plan, we must first gain insight into your financial needs and goals. This involves listening more than we talk and asking incisive questions to better understand your life and the things that matter most to you.

Next, we gather and review all relevant information, including bank records, financial statements, and tax and estate planning documents, to help us better understand where you are now financially relative to where you want to be.

The next step is to work together to develop a long-term plan that’s aligned with your financial needs and goals. We then collaborate with the other members of your wealth management team—for example, your CPA and estate planning attorney—to seamlessly implement your financial plan.

The process doesn’t end once we implement your plan. Instead, we continually monitor your progress to ensure you remain on track towards your financial goals. In addition, we proactively recommend updates to your financial plan and investment strategy as your circumstances change and tax laws and market conditions fluctuate.