Developing a customized wealth management plan on your own can be complicated.
|OUR KEY AREAS OF FOCUS|
|1||Financial Planning (through Stifel’s Wealth Planning)|
|3||Risk Management Strategy|
|5||Tax Planning (We’ll work in conjunction with your CPA)|
Our process analyzes five key areas of focus by:
✓ Discovering what you currently have,
✓ Understanding what you objectively need, and
✓ Uncovering what you want
We call it Wealth by Design.
For many, even the thought of financial planning can be overwhelming. Our team understands that your most valuable asset is your time. This is why we have created a unique, collaborative, and engaging session of meetings to execute our Wealth By Design process.
Our three-meeting introductory process begins with a Discovery Meeting, which allows us to understand who you are now and where you’d like to go in the future. We discuss where there is value and if we are a good fit. Next, we will reconvene for a second, in-depth meeting, to work interactively with technology and engage personally with our planning team about your goals.
This meeting is the heart of our process, where we begin to uncover what you Have, Need, and Want. Often times, we discover gaps that need to be addressed. This introductory series ends with a Strategy Meeting, where we will run real-time scenarios and present tailored strategies to your family or business.
Once your plan is live, it will become a living document, able to grow and adapt as your life changes. Wealth By Design is a process, which means we will meet for Dynamic Planning meetings at least once a year to track progress and update goals. We look forward to taking the first step toward planning for a better future.