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Our Advisory Process
 

We will only accept a limited number of clients per year. Therefore, each relationship begins with an initial consultation and assessment to determine if our services are right for your particular needs. If we agree to accept you as a client, then we will initiate a client agreement and start the document collection process.
 
We will request names and addresses of your accountant and attorney. If you do not have either of these professionals working for you, we will introduce you to an attorney and accountant within our strategic network.
 
Our ultimate goal is to work with you in determining your vision for your lifestyle and construct a roadmap for achieving it. This includes coordinating our efforts with your attorneys and accountant.
 
 
 
     
       
 
 
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