Process
Process
Taking an In-Depth Approach
To Your Entire Financial Situation
To embark on long-term wealth preservation is an act of extraordinary courage for yourself and your family - much like the planting of a copper beech tree. This tree depends on roughly 150 years to mature and, similar to your finances, can be an overwhelming task to undertake.
Accumulating the wealth you’re seeking to last in your lifetime and beyond may take 30 years - a fact that might surprise or dishearten many. That’s where we come in. Our goal is to build your trust and ultimately get to know you in a meaningful way so that together, we can build a path that you feel confident in, for years to come.
Step 1: Initial Consultation
We’ll begin with an initial consultation to determine if we’re the right fit for each other based on your needs and the services we offer.
There Is Value Not Only in Your Plan,
But Throughout the Process of Planning
Over time, our relationship will evolve based on your needs, but the goal is to remain in communication so that you can feel confident in your ongoing financial picture. By knowing who you are and what is important to you, we’ll be able to better answer your questions and address your needs as they arise.