A DISCIPLINED METHODOLOGY UNDERLIES
EVERYTHING WE DO
Studies show Integrated Planning can add up to 3% annually. | |
Additional Return Source: | Value-add: |
---|---|
Financial Planning | 0.5% |
Asset Class Selection and Allocation | 0.28% |
Investment Selection: | |
Active Management or | .85% |
Passive Management | .82% |
Systematic Rebalancing | .44% |
Tax Management | 1% |
TOTAL Value Added 3% |
Source: Envestnet Research; Morningstar Research; Vanguard Research
Our Process
Discover What To Expect
Initial Discovery
We’ll begin with a meeting during which we share our unique approach to…
Read MorePROPOSAL OF ENGAGEMENT
Next, we will share with you a customized proposal for engagement that outlines the issues…
Read MoreSOLUTION
Once you have reviewed and approved changes to the preliminary draft of your plan…
Read MoreImplementation: A plan for what's next
January To February
Winter clients; Annual review with your dedicated wealth management advisor
planning consultations
Estate planning consultations
March To April
Prior-income year tax preparation with CPA partner
Quarterly guidance newsletter
May to June
Spring & Summer clients Annual review with your dedicated wealth management advisor
Insurance planning consultations
Tax planning consultations
July to August
Investment planning consultations
Cash-flow planning consultations
Estate planning consultations
September To October
Fall clients; Annual review with your dedicated wealth management advisor
Quarterly guidance newsletter
November To December
Insurance planning and open enrollment consultations
Year-end tax planning and projections
Charitable giving consultations