Our Process
Future Values
Purposeful Wealth Approach
Discovery
We begin with an emphasis on core values, as values drive goals, and goals drive decisions. In fact, values-based decision making provides greater, sustainable, impetus than goal-based decision making alone. Unless the 'why?' is compelling, the 'what and how' are irrelevant.
Insight
We guide you through exercises to uncover your goals, money personality and investor risk profile. We then compare these results with what you've already done, and where you want to go.
Recommendation
We provide written summary notes from our meetings. We prepare written recommendations and implementation plans.
Activation
Working together, our clients develop an organized approach to financial independence, income sustainability now and into retirement, family legacy and social impact.
Monitoring
We reach agreement with clients on the timing of regular reviews: quarterly, semi-annually or annually as their situation dictates.
Refining
Life doesn't stand still. Neither should your financial plan. Over time, we'll update and amend your plan to enhance, protect and eventually transfer your wealth.
