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An Intentional Approach, Our Total Wealth Management Process
Wealth management is a process, not an event. Our Total Wealth Management process is a proactive planning rhythm that keeps you aligned with your values and goals, while proactively employing the best strategies for your specific situation.
Q1 The Alignment Model
We start every year with a meeting focused on what is most important to you. The Alignment Model looks at your values, goals and actions to assure that your plan is working in concert with what is most important to you. We also model out various scenarios to give us a game plan for the year ahead.
Q2 Investment Analysis
During the second quarter of each year, we’ll take a deep dive into all of your investments. We’ll review asset allocation, determine risk exposure, align assets with goals and assess your entire investment picture to assure everything is working as it should.
Q3 Risk Management
No matter how much planning you engage in, life happens. And that’s why our work in the third quarter focuses on risk management. We will stress test your financial picture to see how the ‘what-if’s’ may impact your family and assure that your risks are covered appropriately and efficiently.
Q4 Tax Planning & Generosity
As the year closes, we run a tax projection for you to assess any opportunities to optimize your tax picture and get ahead of any unwanted surprises at tax time. We also cover any outstanding action items for the year and review your giving plan to align your wealth and generosity goals.
We are an accurate and transparent representation of who we are: helpers who desire to see you live your highest, most authentic purpose.
By giving generously of our time and attention, we can fully understand and appreciate your unique goals and intentions.
If we can pursue our best work with diligence and vigor, we will help our colleagues and clients achieve their goals efficiently.
With an encouraging partner as your guide, you’ll accelerate toward your financial goals with energy and purpose.
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