THE VALUE OF A HOLISTIC ADVISOR
Traditionally, the approach within the financial services world has been segregated. High net worth families receive holistic planning. They have a CPA or accountant, a broker or investment manager, an insurance agent, and an attorney. All of these professionals work together to create a plan on behalf of that high net worth family. Contrast that with the middle class and middle-class millionaires; they too have all of these professionals, but they all operate in silos. There is little to no communication or interaction amongst these professionals on their clients’ behalf.
WATCH HOW WE ARE DIFFERENT
We believe it is essential for the middle class and middle-class millionaires to have access to a well-coordinated and holistic financial planning experience, and we have made it our mission to provide those services.
SCHEDULE A TIME TO SPEAK
Whether you have a quick question, or would like to schedule an in-person or virtual consultation,We are available to assist you. If you are not an existing client, we provide everyone an initial complimentary consultation to determine if there is a mutual fit to work together.
Plan for Your Prosperity
With our unique approach, we provide the personalized care, professional expertise and active support to help eliminate dangers and capture opportunities. With “The Prosperity Planner” we provide an uncommon breadth of service to guide you in all areas of your financial well-being including wealth and risk management, tax and estate planning and active investment advice.
The Value Creation Conversation™
Focus on the future. Your vision and priorities are the center of our process. In this first step, we learn about the future you want, your commitment to achieving it and map it to our process-driven capabilities. We introduce you to our client-centered philosophy and identify which of our two service models would benefit you the most.
The Partnership Builder™
Together we’re better. Knowing your current situation helps us determine how best to help you reach your desired future. In step two, we gather the necessary information to create a comprehensive and customized plan by evaluating your unique needs and personalized preferences.
The Prosperity Gameplan™
Activate your plan. Your customized Prosperity Gameplan is introduced. In step three, we walk you through the strategies and options that will help you reach your goals. With your confident consent, we put the wheels in motion, focused on your future.
The Coach Contribution™
Serve as advocates. An active plan performs best when it is reviewed regularly, and in this step we draw from established resources, capabilities and experience to keep your gameplan aligned with your desired future. Through consistent communication and convenient availability, we make your prosperous future our business.