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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.

Step 2: Discovery Call

Once we’ve determined that our team can be of help, we will have a discovery call to learn more about what you’re looking for and where you’re at currently - financially and personally.

Step 3: Plan Presentation

We will take some time to design a plan that incorporates your goals, needs and long-term objectives. Then we will present you with our ideas and recommendations moving forward.

Step 4: Implementation

If you feel that our solutions are right for you, we will work to implement the details and clarify the steps involved for you to remain successful.

Step 5: Ongoing Maintenance & Review

Your needs will ultimately change over time, which is why we are proactive in staying in touch on a quarterly basis and conducting regular reviews of your plan and/or portfolio.

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.

BEGIN WITH A CONSULTATION

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