Getting Started
Our process is simple. It’s adjusted based on your goals, on your needs, and on your watch.
A Simple Process Tailored to Your Needs
Whether it’s once or three times a year, we meet with you based on your needs. You’ll know you’re making smart decisions about your money. These meetings help ensure you stay on track to achieve your goals so you can live the life you want to live.
Wealth Roadmap Meeting
In our first meeting we learn about you. The journey you’re on, your goals, your needs, your aspirations and your expectations.
Implementation Meeting
In our second meeting, you’ll learn about the plan we’ve tailored for you. If it’s the right fit, we’ll begin our journey together.
45-Day Follow-Up
In our third meeting, we’ll go over the questions you may have about your accounts, your online portal, or any other items. We will then set up your ongoing meeting schedule.
Wealth Roadmap
Our process ensures that we build and execute a wealth plan to help you live the life you want.
Execute
We prioritize to focus on your most pressing needs first, like wealth accumulation, preservation, and education, all while keeping long-term goals in mind.
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Phase 1: Important and urgent
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Phase 2: Important but non-urgent
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Phase 3: Ongoing/update
Execute
We work to understand who you are and what's important to you. This is the foundation for everything we do.
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Values
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Goals
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Current Situation
Purpose
Our plan considers everything that can impact your financials and sets specific targets and timelines to achieve your goals.
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Tax-Efficiency
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Estate/Legal
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Investment Management
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Risk Management
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Cash Flow (Income, Debt, Cash)
Plan
Plan
Once you're onboard, we'll meet with you based on your tailored plan.
You’re diligent, focused, and you’ve made significant headway in your career and with money. You’re ready to ramp it up to reach your goals.
You've built a $500,000+ portfolio.
You’re within sight of where you want to be (or already living the life you’ve wanted). You want to be diligent and smart to make sure what you’ve built is optimized, maximized, and maintained to live the life you want with the people you care about.
You’ve built a $1,000,000+ portfolio.
You’re living the life you want and want to make smart decisions to maintain and maximize your wealth. Cash flow, stewardship, and charitable endeavors (advanced income and estate planning) may be on your mind.
You’ve built a $2,000,000+ portfolio.
Achieve More with a Customized Service Package
Solutions for High Achievers
Our packages are designed to meet you wherever you are on your financial journey.
What We Do
We design, build and protect wealth on purpose so you can live the life you want. As your wealth team, we leave no stone unturned, working through a comprehensive checklist to address the matters that are important to you across the spectrum of financial categories including: investments, tax, estate, debt and cash flow, as well as risk aspects.
Our Approach
We use a market-tested, data-driven, repeatable process (called Smart Diversification®. Click here to learn more). Instead of recommending one thing to you and us doing something different, we invest alongside you, investing in the same investments.
Who We Serve
We specialize in serving first-generation wealth builders. You built it. You know the challenge. We understand.
