Wealth Planning

Every client has a unique set of needs, circumstances, and family dynamics. Our approach is to provide unbiased and objective advice based on the following integrated principles:

Clarity

We help you develop a clear understanding of your goals and evaluate planning strategies to address them.

Capability

We bring a disciplined and strategic process that helps you identify the gaps in your wealth plan and develop solutions to meet your goals and objectives.

Collaboration

We serve as your primary wealth advisor, facilitating the collaboration of your other service professionals in the wealth planning process.

Confidence

We help you establish clear objectives and contingency plans so you can develop confidence and peace of mind.


Our Wealth Planning Process

We lead you through a four phase strategic process that systematically addresses eight key components of your financial life.

Wealth Assessment

An in-depth wealth assessment identifies your goals and objectives, uncovers critical planning gaps in the eight key components, establishes priorities, and schedules an implementation timeline.

Customized Solutions

Customized wealth solutions are developed based on your goals, long-term vision, and the planning gaps identified.

Implementation

Your customized wealth solutions will be implemented by following an intentional integrated, and thoughtful wealth plan.

Wealth Plan Monitoring

Your wealth plan will be reviewed with you in periodic meetings and adjusted as necessary.

Call us today at 425-643-1800 to schedule a complimentary consultation.

Wealth Planning Services PDF
What We Do Video
Estate & Legacy Creative planning Video

Events

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