Find your freedom through our planning process.
Everyone has a different story. So, our planning process begins with two questions:
- What do you want to achieve during your life?
- What is the lasting impact you want to leave behind?
Through our process, we enjoy learning your story and building a plan that aligns with your personal goals.
As we work together, our goal is to help you experience the freedom of choice that comes from having a clear and strategic plan for your future. No more feeling stuck, burnt out, or late. Our solutions can turn things around.
How It Works: Our 5-Step Planning Process
 | Step 1: Discovery Zoom Call Are we the right fit? | In our first meeting, we’ll get to know about you—your family, your concerns, and the high-level details of your finances. Our focus here is to understand your current plan and how it aligns with your needs. If we feel we can add value to your situation, we’ll book our next meeting with our trusted expert, Protection Point Advisors. Our partnership with Protection Point Advisors (PPA) enables us to advise our clients after some stress testing of the current plan has been completed. |
 | Step 2: Current Portfolio Stress Test & Risk Analysis Review Is your current portfolio positioned to return the desired outcomes? | If applicable, prior to the second call, you will send your most recent portfolio statements. Our team will perform a detailed review of your portfolio’s risk exposure and quality of investments. During the meeting, we share our results, including how we think your financial plan could be improved. If you are interested in getting a full financial plan at this juncture, we will schedule your next call with an assigned planning expert. |
 | Step 3: Financial Planning Meeting Where are you headed? | We’ll dive deeper into the details of your finances, including your statements, income, asset protection needs and when you plan to retire. We’ll analyze your financial landscape alongside your goals and begin to put together your plan. After this meeting, we will send you the findings summary and schedule the next call. |
 | Step 4: Results Review Will we be your trusted guide to get there? | In this final meeting, we’ll go over our findings and discuss the areas that need to be addressed to meet your goals. We can then decide together if continuing our relationship makes sense. Our goal is to make a significant impact in your financial life and retirement trajectory, and we’ll be honest about whether or not we see that happening. |
 | Step 5: Onboarding, Implementation, & Ongoing Management How will our integrated advisor team help you implement your financial plan? | Once you have decided to become a client, we start putting the plan in motion. We begin by outlining the most important action items regarding safety nets, insurance needs, estate plans, portfolio design, etc., and moving your assets under our care. Through ongoing monitoring and meetings together, we’ll oversee your strategy and make adjustments to your plan. We like to think of your plan as a living, breathing document. Depending on life changes or newfound goals, your plan is always able to be updated and we will be regularly communicative in learning when this may be necessary. |
Who We Help
We Help Intentional People Put a Clear Plan into Place
Our clients are interested in leveraging the resources they’ve earned to provide for a better tomorrow. In particular, they include the following:
| Mid Career Individuals and Families | Executives with Company Compensation Plans |
| As your life progresses, so do your responsibilities and the urgency of your financial questions. If you’re approaching your peak professional years, we’ll work with you to push toward financial freedom while also protecting against the many knowns that threaten to throw that off track. We offer some unique solutions. this video is information on how to save and protect more money. | Many highly compensated individuals don’t really start saving until their forties, missing out on years of compounding interest. This can result in a significant loss of retirement funds. You don’t need to be told to spend less and earn more. You need a proactive plan that will provide you the potential to earn more for retirement and protect your future income without putting a drain on your current way of living. 70% of your retirement income is driven by how much you save. This 1-minute video outlines one of our unique additions to a financial plan. |
| Employers | Generation to Generation Wealth Transfer |
| Employers have three main concerns: protecting the business operational system, recruiting and retaining top talent, and planning for the continuation of the business. We help employers navigate the complexities of all three to help sustain a thriving business. We understand that you are already spending 80% to attract and retain key employees This video explains how to leverage bonuses into more compelling rewards. | One of the main objectives of generational wealth transfer is that inheritors can handle the opportunities that comes with managing a large sum of family money. Put a plan in place to ensure your children or grandchildren are propelled by their inheritance, not crippled! Educate them now to use it wisely to improve their lives and the lives of future generations. We know each family is unique. This video shows one of our foundational elements for family money transfers. |