Thom Rogers J.D.,C.P.A.

OUR PLANNING PROGRESSION

REVIEWING DATA

Prior to substantive meetings, we review all financial information and existing planning documentation of prospective clients to determine whether or not our services will be especially valuable.

INITIAL VISIT

If we determine that we can be especially valuable to a family, we visit with them and their advisors for a day or two at a retreat or in our office to understand their every planning nuance and desire, and to heighten and expand their expectations.

FORMULATIVE ENGAGEMENT

Based upon each client's needs and desires, we formulate the parameters of the engagement including all fees, deadlines, and responsibilities.

ANALYZING AND TESTING

We create a plan by analyzing, testing, and challenging every combination of planning theories and strategies that specifically meet our client's objectives and needs.

BUILDING THE PLAN

Through the use of narrative, graphs, charts, models and schedules, we build every page of our client's Wealth Strategies plan into a comprehensive, dynamic, and understandable strategic planning book.

PRESENTING THE PRELIMINARY BOOK

We take our client - step by step - through the preliminary planning book, and record every reaction, critique, and idea in order to further tailor the plan.

PRESENTING THE ENHANCED BOOK

We present the polished book and set specific timelines and goals for the implementation of our client's plan.

PLAN IMPLEMENTATION

We assign every detail of the plan to the appropriate advisors for immediate implementation.

POST ENGAGEMENT:

A NEW PARADIGM FAMILY OFFICE

Our Family Office provides client families with continuing Wealth Strategies services, counseling, and cutting-edge ideas and opportunities.