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Our Process

The rhythm of our relationship is our Strategic Wealth Experience process.

The initial stages of our process may last two-eight months, depending on the complexity of your personal situation, but many clients appreciate the value we add and continue our partnership with their families for generations. Here is a look at the composition of our process. 


  1. Review Current Strategies
    We discuss opportunities you may have missed due to years of non-integrated advice. This initial exchange of information offers insight into how our work is substantially different from your current financial plan. 
  2. Qualify Value
    You see that our integrated team approach delivers unique estate, business succession, investment planning utilizing tax reduction strategies. Our relationship begins with the knowledge that there is essential work to be done.


  1. Understand Your Situation
    We work together to gain a thorough understanding of your family's financial philosophy. Knowing your specific situation and objectives allows us to explore opportunities not previously considered.
  2. Assess Opportunites
    The foundation of your financial plan begins to take form. Your personal goals and financial situation are confirmed.


  1. Chart Your Course
    Sophisticated strategies are outlined in plain English. These strategies are prioritized and decisions are made.
  2. Initiate Action
    Without well-orchestrated implementation, even the best financial plan is not worth the paper it's printed on. Using professional persistence and a team approach, we take your financial plan from concept to reality.


  1. Our Partnership Continues...For Generations
    We continue to move in your chosen direction. Together, we make necessary adjustments due to changes in your situation, tax laws, and the economy.