OUR PLANNING PROGRESSIONOur timeline is efficient, and streamlines the entire planning progression.
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.
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.
Based upon each client's needs and desires, we formulate the parameters of the engagement including all fees, deadlines, and responsibilities.THE ENGAGEMENT:
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.
We assign every detail of the plan to the appropriate advisors for immediate implementation.
A NEW PARADIGM FAMILY OFFICE
Our Family Office provides client families with continuing Wealth Strategies services, counseling, and cutting-edge ideas and opportunities.