Building The foundation
Made With Care.
Everything we do is crafted with utmost attention to detail, experience, and quality.
Educational Focus.
We value teaching our clients about financial literacy, to make better decisions.
Centered Around You.
Designing a plan around what you want most, and what matters to you.
Everything we do for you is what we'd want for our family.
Our First Year
What to expect during the first year, and beyond.
Step 1: Organize
Bird's-Eye (re)View.
We'll look at all of your documents, accounts, and any financially-related items, together. Throughout this process, we'll carefully explain and organize, to give you a clear picture of your current financial status.
Step 2: Preserve
Setting priorities.
We'll evaluate your investments and other important parts of your financial picture. We also determine, together, how we should best use your assets and cash flow.
Step 3: Harvest
Implementing the plan.
We 'harvest' the fruit of our labor by optimizing and maximizing your investments based on our plan.
We also prioritize your cashflow with our Next Dollar Saved system. We'll establish where your assets should go, and when, in an easy-to-follow guide.
Paragraph here about investment management, taxes and any other service offerings we want to direct them to.
01 – Organize
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02 – Preserve
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03 – HARVEST
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04 – TRANSFORM*
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05 – DISTRIBUTE*
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The Progress Ladder
What to expect during the first year, and beyond.
What Will We Talk About?
Cash Flow Planning
Navigating Insurance
Major Family Decisions
planning for education
Retirement
Portfolio Evaluation
Tax Planning
Business Financials
The next two phases take place over time, when right for you:
Step 4:
Endow
Making transformative wealth.
We look to the future and craft your wealth with purpose. We utilize your assets towards bigger goals like early retirement, donations, and legacy considerations.
Step 5:
Distribute
Maximizing retirement.
We'll deploy our proprietary distribution model to build efficient systems for getting the most out of your assets, when you need them.
Education is Our Core.
We believe deeply in the value of learning, both for ourselves and for you. We approach our work as continual students, and patient teachers.
We Want To Know You, and Your Family.
For us, planning is a longterm relationship. We're interested to know as much about you as we can, to give the best and most personal guidance.
You Get The Same As Us.
We believe strongly in what we recommend. Our tools, systems, and approaches are exactly what we use for ourselves.
Our First Year
What to expect during the first year, and beyond.
Getting Organized
We'll develop a clear picture of your financial situation.
Getting Organized
We'll develop a clear picture of your financial situation.
Getting Organized
We'll develop a clear picture of your financial situation.
Getting Organized
We'll develop a clear picture of your financial situation.
Getting Organized
We'll develop a clear picture of your financial situation.
Our First Year
What to expect during the first year, and beyond.
Organizing
We'll develop a clear picture of your financial situation.
Preserve
We'll develop a clear picture of your financial situation.
Harvest
We'll develop a clear picture of your financial situation.
Getting Organized
We'll develop a clear picture of your financial situation.
Getting Organized
We'll develop a clear picture of your financial situation.
How We Build A Plan
Made With Care.
Everything we do is crafted with utmost attention to detail, experience, and quality.
Educational Focus.
We value teaching our clients about financial literacy, to make better decisions.
Centered Around You.
Designing a plan around what you want most, and what matters to you.
Harvest
We'll develop a clear picture of your financial situation.
Our First Year
What to expect during the first year, and beyond.
Organizing
We'll develop a clear picture of your financial situation.
Preserve
We'll develop a clear picture of your financial situation.