Business Planning
Charitable Planning
Estate Planning
Investment Planning
Legacy Planning

​Planning Process

"Wise Decisions Begin With a Disciplined Approach" 
In developing a plan, we work closely with you, your current advisors and through our strategic partners. We use a proven process which has been developed over many years.

Phase 1 – Discovery

• (1a) Given the planning context for each family we serve this phase helps our clients define and communicate clearly their Vision, Mission, Values and Goals. 
• (1b) Evaluate Current Situation and Identify Planning Gaps – This step helps our clients think clearly and confidently about the problem. The objective is to generate CLARITY regarding their greatest dangers and opportunities.​ 
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Phase 2 – Creative Solutions
This phase helps our clients think about the solutions. The objective is to evaluate and DECIDE which strategies effectively eliminate dangers and capture opportunities.

Phase 3 – Implementation 
This phase is focused on implementing the selected solutions. The objective is to achieve the desired RESULT.
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Phase 4 – Management 
​This phase is focused on management. The objective is to ensure the results achieved are maintained over time, providing long-term continuity and CONFIDENCE.