Our Unique Process

Attaining Client Satisfaction is our top priority. We have developed a systematic approach to servicing our clients to ensure our customer service level remains at the top. We treat you with integrity.

The Custom
Wealth Architect

The path towards your financial future requires a clear vision, a detailed plan, and a dynamic team. Taking every factor of this important process into account, we construct powerful blueprints for building and retaining wealth. Our innovative approach includes estate planning, investment strategies, and business succession planning.

PHASE ONE

The Foundation Dialogue

The process starts with a meeting. During this meeting, we will discuss your personal and financial goals, and then identify obstacles and opportunities. I will clarify and document how you measure success, and how our team will work best together with you to ensure we build a Strategic Blue Print that best suits your core personal and financial needs.

PHASE TWO

The Strategic Blueprint

When designing a Financial Plan, we want to make sure we cover as much of your needs as possible. That’s why having a thorough analysis of your personal cash flow/financial analysis is very important. Not only will it minimize the chances of missing/overlooking something, it will also give us a more accurate picture of what needs to be in place to achieve your financial goals. We would start off by reviewing your current budget and cash flow and from there find out where you are right now and where you want to be. Once your goals have been established and documents collected, we will present an overview of your financial assessment. The Strategic Blueprint outlines the financial focus areas to be address and how we will manage specific deliverables and timelines.
PHASE three

The Goals Navigator

We work together regarding your unique personal and financial goals. We discuss your vision for the future, your current situation, and how we work towards achieving that vision through four focus areas including: Estate, Investment, Financial Independence, and Business Exit Planning.

PHASE four

The Solutions Activator

Having completed the focused planning components, we move into the implementation phase of your Strategic Blueprint. Using the information gathered at the client meeting, we will design a Personal Financial Strategy (PFS) which becomes a roadmap for you to follow. It will continuously evolve and adjust to changes in your life and risks as objectives change.

PHASE five

The Custom Wealth Inspection

We will meet regularly to reflect, review, and discuss your plans. To best serve you and your family, The Custom Wealth Architect TM provides dynamic, relevant financial strategies that evolve with your changing needs and goals.

  • Every year there will be an annual assessment of your Personal Financial Strategy to address any goal/portfolio changes. We will re-evaluate your financial situation at that time and incorporate that into the PFS.
  • Vaulting of important documents
  • Tax minimization review and strategic alignment

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