OUR STRUCTRURED 8-STEP APPROACH TO STRATEGIC WEALTH MANAGEMENT AND LEGACY TRANSFORMATION
Once we have met with your team of professionals and any changes to the Strategy are made, we meet with you and present our final recommendations.
Any changes to the Strategy are documented and discussed.
We have an open discussion about the implementation of the strategy and each of our responsibilities as we proceed. This may take more than one meeting and can extend over a period of a number of weeks.
Get in touch to discuss the creation of your legacy
We’ve found that the most effective introduction is from someone who knows you and knows us.
We place a much higher priority on working with companies and business owners referred/ endorsed by people we know and trust.
This helps ensure that we are a good fit to you and your team in creating and delivering value.