Planning Methodology

Plan and Advise

  • Audit current and historical personal/business info
  • Assess financial picture, documents, investments, real estate, and risk tolerance
  • Understand your key business and family relationships (values, health, etc.)
  • Create vision for ultimate financial scenario
  • Document personal/business goals
  • Identify and analyze gaps in your current plan
  • Offer recommendations to align plan with goal


  • Update documents to latest standards and tax laws
  • Personal Financial View®

Monitor and Adjust

  • Specialist team provides ongoing monitoring and periodic reviews
  • Add new assets as needed