Our Process

Our financial planning process insures we have your back covered

We Always Have Your Back

OUR SERVICES COME FROM A RELATIONSHIP IN WHICH

We’ll put you at ease as we map out your financial future because you deserve the highest level of consideration.

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Our Process

Building and Preserving Wealth Across Generations

Our approach starts with an analysis of your legal, accounting, and financial standing to develop a plan that gets you closer to your personal and business goals.

Step 01

Data Gathering

Comprehensive collection of relevant personal and business stats (legal, accounting, financial)

In-depth discussion of your goals, objectives and preferences

Step 02

Analysis & Design

Identify gaps between current situation and future aspirations

Compare and contrast options to help reach your financial goals

Step 03

Presentation

Review pros and cons of available state-of-the-art solutions

Identify which solutions may have the most significant impact on your family and/or your business

Step 04

Implementation

Coordinate with other trusted advisors (accountant, attorney, etc.) to ensure that all aspects of your plan are executed as you intend

Implement any financial products identified in your plan*

*Please note that you can implement your financial plan at the financial institution of your choice.

Step 05

Monitor & Review

Monitor your plan proactively in light of the economy and changing tax laws

Review your plan and keep it current in light of changes in your life and objectives

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- Robert Sturges

Financial freedom isn't merely about wealth; it's about seizing control of your financial destiny, shaping a life where every decision propels you towards the convergence of dreams and reality. Let's journey together, transforming aspirations into achievements.

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- Matthew Wilkow

A goal without a plan remains a mere wish. Our mission is to guide clients towards financial independence through a dedicated planning process, enabling the realization of their dreams and aspirations.

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- Mark Badami

We're in the business of changing lives! Remember, it's not just about accumulating wealth for retirement; it's about maintaining a high quality of life throughout retirement by preserving our desired lifestyle.