This is a four-meeting process going through:
Your current assets
Short and long-term goals
Savings and investment strategies
Tax optimization
Insurance
Estate plan review
No questions or ideas are off limits – this is your life, let us help guide you on your journey.
Investment Strategy Review
Review of your current investment accounts, investment allocation, investment advisory fees
In-depth discussion of personal thoughts and preferences around money and wealth
Design and draft a personal investment policy statement for you and your family
Advice and recommendations to ensure your investments are helping you to reach your long-term goal
Review of current policies – Life, disability, property, etc.
Life
Disability
Property
And more
Develop insurance needs analysis and determination of whether you are under or over-insured.
Multi-Generational planning
Discuss your overall estate plan and views on what you would like your wealth to become over time
Orchestrate family wealth conversations
Drafting and developing of family wealth plan
Review and discuss complex vehicles for multi-generational planning (Trust structures, utilization of partnerships, gifting strategies)
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