What We Do
We start by answering the two fundamental questions that everyone has: “Will I make it and do I have any financial blind spots?” In answer to the first question, “Will I make it?” we have found that the majority of people we speak with have not truly defined “it!” So the first thing our team does is to sit down and help you define everything you are trying to accomplish with your wealth…with a high degree of specificity. We then take a look at everything you are doing financially, to determine if what you want to happen actually has a chance to occur. We basically map your current financial structure to your overall short-term and long-term financial objectives. If those two things align we pat you on the back and tell you congratulations. If they do not align, we point out your specific challenges and give you detailed recommendations to help get you back on track.
Once we have addressed Question 1, we move to Question 2: “Do I have any financial blind spots?” At this stage, our team takes a 360° look at you financially, to determine if there is anything you might have overlooked that might do you, your family or your business harm. Any risk exposure we uncover will be brought to your attention and again our team will provide a rational strategy designed to help manage the risk.
At the conclusion of this exhaustive process, you not only have a comprehensive wealth management strategy in place, but you have addressed the only two questions that have ever kept you up at night: “Will I make it, and do I have any financial blind spots?”