The older we get, the faster time seems to go.
Where did the last ten years go? For most of us, it was a blur.
That’s why we have developed a proprietary structure and tools to help you physically see and design your road-map for the future. So you can make sure the next ten years are your families best yet.
Our wealth management process starts with you. Prior to your arrival, we give you the tools to start thinking about the future. Maybe even dreaming. Who are the most important people in your life? What are your priorities? What are your goals? What keeps you up at night?
Upon arrival we will discuss these and other questions and create a plan to unburden you from the complexities of your financial life so you are free to pursue your priorities with the freedom you deserve.
The cornerstone of your plan is The Scroll. It is a living document as big as our boardroom table. Your scroll will coordinate and simplify your financial life, bring your next five years of personal fulfillment and financial objectives into very clear focus, and with the LifeTimeline, enable you to visualize the lives of all the important people in your life unfolding before your eyes from a 100,000 foot view.
Wealth Planning Modules
Our Wealth Planning Modules address many financial issues and opportunities most people should consider at some time or another. These are all components of your “financial engine”. These include:
- Financial projections
- Financial planning
- Estate tax calculations
- Estate planning
- Insurance planning
- Insurance analysis
- Living benefits
- Wills and power of attorney discussion
- Planned giving
- Master file
- Family financial owner’s manual
- Advisor integration
- Multiple portfolio oversight
- Family wealth transition
- Business succession planning
- Investor education
- Investment and financial planning 101 for your children
- Education planning
- Disability planning
Our Modules description document will provide an overview of what each topic covers, and what it can do for you. Contact us to receive your free copy.
Our Discovery Process
Through our discovery process, we can identify your most important financial priorities, and record them on your TimeLine for completion when it makes sense.
Clients have told us that simply scheduling the completion of these modules on their Scroll at a future date immediately unburdens their mental “to do” list.
Ultimately, the goal is to plan for your most important personal goals so they happen when they should, instead of “when you have time”. The goal is also to ensure all the moving parts of your “financial engine” run like a finely tuned race car.
Knowing that your goals, dreams and priorities have been identified and positioned in your personal TimeLine and your financial engine is running smoothly, you can have complete confidence — so you can relax and enjoy the ride.
Your Island Wealth Experience is intended to be one part relaxation, 2 parts progress. This is your opportunity to reclaim the head space needed to make meaning progress on your goals in an environment where the only priority is you.