Client Process Tracker

So much of what we do for our clients and their families goes beyond investment planning. It is vital to the success of our clients that we focus on what we can control. Our process is comprised of four modules, Financial Planning, Wealth Management, Estate and Risk Planning, and Holistic Topics. Not every box will apply to every client in the beginning of our relationship but over time more and more areas of our process will come into play. Once they do become an issue that needs to be addressed it is important to note that each area is addressed on an regular basis either by us or us in conjunction with one of our partners.