1. Discover

• We gain a deep understanding of your important goals, relationships, and deeply held values.
• We help you set goals in alignment with relationships and values that are most important to you.
• We gather relevant information and data.

2. Analyze

We analyze and evaluate your current financial status:

• Investment portfolios
• Insurance contracts 
• Tax returns and legal documents (wills, trust documents, etc.)
• Income, including equity compensation and other forms of cash and non-cash compensation
• Debts
• Available resources to fund your goals
• Cash flow requirement to meet your goals
• The value of your business

• Other pertinent information and data

3. Recommend

• After we analyze and evaluate your current financial status, we develop and present recommendations.
• Our recommendations aim to help achieve your goals in alignment with values and relationships that are most important to you.

4. Implement

We help implement our recommendations.

5. Monitor

• We monitor your plan to make sure it's on track and give you a favorable chance to achieve your goals. 
  
• We make adjustments to your plan as things change in and around your life:
  

•  Changing life circumstances--a birth of a child, sale of a business, becoming an empty-nester, etc.
•  Changes in investment performance
•  Changes in the tax code, and other significant legislative changes
•  Economic, market, geopolitical, and other changes that may be consequential to your plan
  

Result: Clarity, Focus and Action