Identify goals and values >> build a plan >> execute >> monitor

We help manage your financial life by holistically integrating disjointed parts of your personal finance. We work with you to identify your most important goals in alignment with relationships and values that matter most to you. We then gather pertinent information, analyze your current financial situation, and develop and implement your financial plan. We continue to monitor your plan to make sure it's on track. As necessary and appropriate, we make adjustments to your plan in response to changes in and around your life that may be consequential to your plan.

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