Our Process

Comprehensive Wealth Management requires a commitment by our clients to be engaged in the process of planning. While our process allows us to help our clients identify choices and model outcomes so they can make informed decisions, they must play an integral role in the planning process and must ultimately make the decisions.

During the course of this process, our team of experts work with our client's other advisors to gather, build and implement their Comprehensive Wealth Management platform. This process is divided into four phases:

Phase I - Building a personal comprehensive wealth management platform
At this stage we gather information, work with you to establish preliminary goals, organize and complete event analysis, such as analysis of your estate, disability, retirement or risk situation.

At the end of this phase, we have built a platform that provides insight into your financial well being. This will provide you with a thorough understanding of the capacity of your resources, which will support good decision making.

Phase II - Hunting for value
Once we have built your Comprehensive Wealth Management platform, our team of experts, together with you and your other advisors, will search for ways to create more value for you, your family, your business and your community. Value is not limited to monetary value, it may mean better organization of affairs, having more security, or more insight into the things you can do for yourself and others.

Phase III - Implementation
Once we have identified issues and opportunities, we work with you and your legal and accounting team to ensure the strategies are implemented and form part of your overall Comprehensive Wealth Plan.

Phase IV - Review
Each year, we complete a thorough review to assess the performance of your overall plan, conduct a tax review, an asset review and revisit your documented goal plan.