Step 1: Understanding Your Needs

We value your family's unique circumstances and take a holistic approach to every client. During our planning session, we will take the time to truly understand your family dynamics, goals, and any concerns you may have. This information will serve as the foundation for creating a tailored plan that meets your specific goals.

Step 2: Tailored Solutions

Our team of experts will work closely with you to develop customized solutions that address your concerns and align with your goals. We will meticulously design a comprehensive plan that safeguards your financial well-being and provides the peace of mind you deserve.

In-between Meetings:

To ensure accuracy and satisfaction, you will receive a meticulously prepared Flowchart and Asset Inventory. You carefully review these documents and let us know if any adjustments or amendments are necessary. 

Step 3: Confidently Sign Your Plan (Signing Meeting 4-8 weeks from initial meeting)

During the signing ceremony, you are presented with your Estate plan and ask any questions you may have to ensure complete clarity. Once you are fully informed and confident, you will sign your Estate plan documents. 

Step 4: Unveiling Your Funding Toolkit

The culmination of our process involves an in-depth exploration of your Funding Toolkit. This invaluable resource provides a comprehensive overview of the tools and strategies at your disposal to implement your plan effectively. We will guide you through each component, equipping you with the knowledge and resources necessary to confidently navigate your financial journey.