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Process

                                            


Defining and Establishing Your True Wealth

We begin with an in-depth inventory of your available and expected financial resources and assets. We help you assess True Wealth and work to understand how you might want your available and expected resources to serve your Vision of the future and your True Wealth.

Planning

Once your objectives have been established, researched, and analyzed, we work with you to co-create a plan that is tailored to help you pursue your specific challenges and goals.

Presenting and Consulting

Once we have discussed and agreed upon the most appropriate plans, we present you with your options. We then work together to decide which of the possible paths is appropriate for you. During this stage, it may be necessary to consult your tax professional or attorney to ensure the potential outcomes will be compatible with tax or legal concerns.

Implement Plan

Our planning process is separate from the implementation of our findings. While our planning clients are free to implement our advice however they choose, the majority of our clients prefer to delegate the responsibility of implementation to us.

We keep our clients informed by making the information about their accounts available online 24/7 as well as through regular updates. Tracking your progress towards your financial and life goals is as simple as visiting our website and making it a priority to keep your regularly scheduled reviews.

Monitoring and Adjusting

We understand that as you move through life and your True Wealth becomes more defined, your overall goals may change. By making needed adjustments, we will work with you to make sure that your values and your financial plan remain aligned.

We understand that the most integral part of our planning process is our relationships with our clients. Serving as the steward on their path to True Wealth is the driving force behind what we do.