Planning Process

OUR VALUE PROPOSITION

By adopting this proactive approach, we become “your partner in planning.”

Step 1

Starts With Discovery & Diagnostic

Step 2

Clarifies Goals, Direction,Vision

Step 3

Work To Build Proactive Plans

Step 4

Access to Wider Virtual Expertise

Step 5

Desire To Take
Action & Implement Solutions

Step 6

Sustained Through Regular Meetings

Map Planning Process

5 Step Process Overview

01

DIAGNOSTIC

Identify potential needs through our CIQ Diagnostic and establish priorities

02

EXPLORE

Virtual Family Office if expertise outside the Proactive Planning Team is required

03

DEEPER DIVE

Deeper Dive Diagnostic,
if necessary, to further
clarify needs

04

EDUCATE

Options / Potential Solutions provided to client

05

IMPLEMENTATION

Client in Controll
at all times

Ongoing Map Review Process

Throughout The Year

Throughout the year we will revisit your prioritized plan and implementation process to identify next steps and consider any “parked priorities”

Updated Annually

• Big Picture Goals
• CIQ Diagnostic
• Client Service Level Choices

Maximizing Our Clients' Potential Through Proactive & Holistic Planning

Committed to providing comprehensive financial solutions tailored to your unique needs, we are dedicated to guiding you towards financial security and success, every step of the way.