OUR STRUCTRURED 8-STEP APPROACH TO STRATEGIC WEALTH MANAGEMENT AND LEGACY TRANSFORMATION
Explore
This impactful first step and initial meeting allows you to explore; and us to understand your goals, priorities and …
Assess
In this step we collect your financial information and all pertinent documentation in order to conduct …
Build
Our team will undergo an in-depth analysis of your confidential financial information.
Clarity
A crucial step in our process is liaising with your accountant, lawyer and the other professionals on your advisory…
Bridge
This meeting allows our team to present you with our recommended Strategy. We discuss the details …
Confirm
Once we have met with your team of professionals and any changes to the Strategy are made, we meet with …
Implement
Our team, along with your accountant and lawyer, will ensure all necessary steps are completed to execute …
Accountability
This may be the last step of our process however; it is not the last step of our relationship.
