Our four-step process was specifically designed to give each client the proper planning, independent access to best-in-class markets, implementation, and ongoing management needed to reach their preferred future.
Allowing our clients the opportunity to get to know us and who we are is only half of the introduction, of equal importance is our chance to get to know the client and who they are beyond a balance sheet. Knowing the client and their deepest desires and greatest concerns allows us to design a program pointed toward their preferred future.
Engaging and involving all advisors is an imperative part of maximizing the efficiency and effectiveness of any plan. Without this, families often develop a disconnect between their goals and their plans. We call this Silo Planning because the sum of the parts is often compromised instead of maximized.
Once all the facts and feelings are understood, it allows us to design customized life insurance policies. A coordinated plan is only as effective as the steps taken to properly implement each facet.
Once a program is in place, ongoing monitoring is essential to assure the ultimate outcome the family desires. Change is inevitable which mandates that regular reviews take place allowing for adjustments when necessary. A coordinated plan is only as effective as the steps taken to properly implement each facet.