Our Process

Over the past 20 years of working with professionals and wealthy families, we’ve developed a proprietary process that we take all clients through— The 4D Planning Process

Define — Through an initial meeting to get to know each other and establish a financial baseline. The goal is to understand what you are looking to achieve and what you have in place to make it happen.

Design — Based on the Define meeting, we gather all supporting documents and develop a strategic financial plan and tax optimization analysis.

Decide — We walk through your Financial Planning Summary™ and decide if the planning relationship and process is what you are looking for. If it is, we officialize the advisory relationship and establish an implementation timeline for recommendations.

Discuss — Through ongoing monitoring we review your progress toward your goals, connecting with other professionals as needed. We update your financial plan annually or in the case of a life event run through the 4D Process as additional goals and opportunities are identified.