A Disciplined Methodology Underlies

Everything We Do

Studies show Integrated Planning
can add up to 3% annually.
Additional Return Source: Value-add:
Financial Planning 0.5%
Asset Class Selection and Allocation 0.28%
Investment Selection:
Active Management or .85%
Passive Management .82%
Systematic Rebalancing .44%
Tax Management 1%
TOTAL Value Added 3%

Source: Envestnet Research; Morningstar Research; Vanguard Research

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Our Process

Discover What To Expect
Initial Discovery

We’ll begin with a meeting during which we share…

Proposal of
Engagement

Next, we will share with you a customized…
Strategy Meetings

During this phase, we will discuss the…
Solution

Once you have reviewed and approved…
Implementation

Separate from the recommended solution itself…

Implementation

A plan for what's next
JAN - FEB

Winter clients; Annual review with your dedicated wealth management advisor
planning consultations
Estate planning consultations

Prior-income year tax preparation
with CPA partner
Quarterly guidance newsletter

MAR - APR
MAY - JUN

Spring & Summer clients Annual review with your dedicated wealth management advisor
Insurance planning consultations
Tax planning consultations

Investment planning consultations
Cash-flow planning consultations
Estate planning consultations

JUL - AUG
SEP - OCT

Fall clients; Annual review with your dedicated wealth management advisor
Quarterly guidance newsletter

Insurance planning and open enrollment consultations
Year-end tax planning and projections
Charitable giving consultations

NOV - DEC
JAN - FEB

Winter clients; Annual review with your dedicated wealth management advisor
planning consultations
Estate planning consultations

MAR - APR

Prior-income year tax preparation
with CPA partner
Quarterly guidance newsletter

MAY - JUN

Spring & Summer clients Annual review with your dedicated wealth management advisor
Insurance planning consultations
Tax planning consultations

JUL - AUG

Investment planning consultations
Cash-flow planning consultations
Estate planning consultations

SEP - OCT

Fall clients; Annual review with your dedicated wealth management advisor
Quarterly guidance newsletter

NOV - DEC

Insurance planning and open enrollment consultations
Year-end tax planning and projections
Charitable giving consultations