This is a four-meeting process going through:
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Your current assets
![](https://cdn.prod.website-files.com/6277085f883474bff624b1ac/62a70d58b0d17609dcfc6c69_Untitled%20design%20-%202022-06-13T051127.219.png)
Short and long-term goals
![](https://cdn.prod.website-files.com/6277085f883474bff624b1ac/62a70d58b0d17609dcfc6c69_Untitled%20design%20-%202022-06-13T051127.219.png)
Savings and investment strategies
![](https://cdn.prod.website-files.com/6277085f883474bff624b1ac/62a70d58b0d17609dcfc6c69_Untitled%20design%20-%202022-06-13T051127.219.png)
Tax optimization
![](https://cdn.prod.website-files.com/6277085f883474bff624b1ac/62a70d58b0d17609dcfc6c69_Untitled%20design%20-%202022-06-13T051127.219.png)
Insurance
![](https://cdn.prod.website-files.com/6277085f883474bff624b1ac/62a70d58b0d17609dcfc6c69_Untitled%20design%20-%202022-06-13T051127.219.png)
Estate plan review
No questions or ideas are off limits – this is your life, let us help guide you on your journey.
Investment Strategy Review
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Review of your current investment accounts, investment allocation, investment advisory fees
![](https://cdn.prod.website-files.com/6277085f883474bff624b1ac/62a70d58b0d17609dcfc6c69_Untitled%20design%20-%202022-06-13T051127.219.png)
In-depth discussion of personal thoughts and preferences around money and wealth
![](https://cdn.prod.website-files.com/6277085f883474bff624b1ac/62a70d58b0d17609dcfc6c69_Untitled%20design%20-%202022-06-13T051127.219.png)
Design and draft a personal investment policy statement for you and your family
![](https://cdn.prod.website-files.com/6277085f883474bff624b1ac/62a70d58b0d17609dcfc6c69_Untitled%20design%20-%202022-06-13T051127.219.png)
Advice and recommendations to ensure your investments are helping you to reach your long-term goal
Review of current policies
![](https://cdn.prod.website-files.com/6277085f883474bff624b1ac/62a70d58b0d17609dcfc6c69_Untitled%20design%20-%202022-06-13T051127.219.png)
Life
![](https://cdn.prod.website-files.com/6277085f883474bff624b1ac/62a70d58b0d17609dcfc6c69_Untitled%20design%20-%202022-06-13T051127.219.png)
Disability
![](https://cdn.prod.website-files.com/6277085f883474bff624b1ac/62a70d58b0d17609dcfc6c69_Untitled%20design%20-%202022-06-13T051127.219.png)
Property
![](https://cdn.prod.website-files.com/6277085f883474bff624b1ac/62a70d58b0d17609dcfc6c69_Untitled%20design%20-%202022-06-13T051127.219.png)
And more
Develop insurance needs analysis and determination of whether you are under or over-insured.
Multi-Generational planning
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Discuss your overall estate plan and views on what you would like your wealth to become over time
![](https://cdn.prod.website-files.com/6277085f883474bff624b1ac/62a70d58b0d17609dcfc6c69_Untitled%20design%20-%202022-06-13T051127.219.png)
Orchestrate family wealth conversations
![](https://cdn.prod.website-files.com/6277085f883474bff624b1ac/62a70d58b0d17609dcfc6c69_Untitled%20design%20-%202022-06-13T051127.219.png)
Drafting and developing of family wealth plan
![](https://cdn.prod.website-files.com/6277085f883474bff624b1ac/62a70d58b0d17609dcfc6c69_Untitled%20design%20-%202022-06-13T051127.219.png)
Review and discuss complex vehicles for multi-generational planning (Trust structures, utilization of partnerships, gifting strategies)