Your Boutique Strategy
Our Planning Process - for Very-High-Net-Worth Families (Households with $5 million+ in assets)
1. Exploration Phase (Inquiry & Preparation)
Discuss when to look at Roth conversions.
What should your Estate Planning Matrix look like (Will/HCP/POA/ Trust(s)/ Beneficiary designation(s))?
Explore options for lowering & managing capital gains.
Do you have a trusted team (Financial Advisor/ CPA/ Estate Attorney)?
What life insurance options make sense for your situation?
Review charitable giving options.
2. Develop Your Plan (We work together)
Your goals, your path. Answer a few questions, and we’ll unlock tailored options to help you move forward with confidence.
Work towards minimizing taxes with tax free income options.
Make decisions that lower your estate taxes.
3. Implement & Transition (Our team gets to work)
Our systematic process is designed to guide you through a smooth financial transition from your working years into retirement, ensuring clarity, confidence, and continuity every step of the way.
4. Manage, Monitor, & Maintain (Leave the work to us)
Provide you with an annual review.
Make updates to your plan.
Make sure your needs align with your plan.