Our partnership with you and your family involves a strong relationship, a strategic plan, and clear, ongoing communication.

  1. Introduction: This is the first part of establishing a strong partnership as we will identify the goals you have for both you and your family.
  2. Educate and Evaluate: We are believers in teaching clients the “why” behind our decision-making so that clients feel supremely confident in our plan. You will notice that we will openly discuss all of the choices that are available to you and then partner with you and your family to evaluate which choice is optimal. A deeper understanding of our industry and your choices allow for a more confident and enjoyable journey towards your goals.
  3. Strategic Plan: Based on discussions with your legal and tax professionals, we will develop a personalized, comprehensive strategy that will drive us towards accomplishing your goals. We will be strategic and comprehensive in each phase of your plan.
  4. Ongoing Advice and Management: The stock market, tax laws, estate laws and even your goals will inevitably shift through time, which is why we are here to partner with you and your family throughout your life.