We start with planning.
We designed the Family Strategic Planning System® to help our clients simplify their financial life, give them clarity and confidence in their financial decisions, and empower them to focus on what really matters most.
Family Strategic Planning System®
Simplified and effective financial management that connects you to your future.
Values, Vision, Family Investment Philosophy, Family Financial Independence
Financial Management & Reporting
Personal Financial Statements, Cash Flow Reports, Budgets, Investment Reporting, Tax Planning
Life, Disability, Long-Term Care, Health Insurance, Property & Casualty, Creditor Protection
College Education Savings, Retirement, Major Purchases, Social Security
Family Savings & Investments
Portfolio Management, Investment Selection, Performance Monitoring & Benchmarking, Asset Allocation
Estate & Legacy Planning
Financial Independence, Family Legacy, Community Legacy & Impact, Estate Tax Planning
Private Family Foundations, Donor-Advised Funds, Charitable Giving Plan
Succession & Exit Planning, Cash Management, Business Continuation Planning, Key Employee Retention & Compensation