Over decades of advising our clients, we have developed and refined a wealth planning process we call the Wealth Control System.TM
We begin by discovering and exploring your goals at our first meeting. Then we assess your current wealth situation against your vision and present you with a written report that identifies risks and opportunities. We then collaborate with your chosen team of advisors to design an integrated plan aimed at helping you achieve the goals you defined. We then supervise and help execute the implementation of your wealth plan to ensure that all steps are followed to deliver the plan of action that will help realize your personal and financial goals.
The diagram shows a continual flow, which represents our philosophy that effective planning is ongoing. Through periodic reviews, we confirm that your wealth plan fully reflects the evolution of your own life.
The Wealth Control System ensures that your values, traditions and resources are thoughtfully considered and carefully integrated so your wealth plan helps you to achieve the goals you set.