What We Do
Taking Care of Every Facet of Your Financial Life
Manage Your Investments
We construct and maintain a risk-appropriate and well-diversified portfolio that is personalized to your needs.
Tax Guidance
For every aspect of your wealth, including your portfolio and retirement plan, we seek the most tax-efficient avenues.
Develop a Retirement Income Plan
We help you coordinate your various streams of income and create a plan aimed at maintaining your lifestyle in retirement.
Provide Divorce Support
As you adjust to a new life situation, we can partner with your other trusted advisors and provide guidance on how to transition accounts, revise your estate plan, and move forward confidently.
Disability and Incapacity Strategies
Through disabilities and incapacity planning, we can assist you in preparing for the unexpected.
Legacy Planning
Our team partners with your estate attorney to help pass along your wealth and/or business to the people and charities you desire in a tax- efficient way. We also provide additional support by facilitating family meetings.
Losing a Spouse or Loved One
Our team is here to provide you with hands-on support and guidance to help you adjust to the changes at hand.
Charitable Giving
If you wish to give charities or organizations, we incorporate tax-efficient strategies into your financial plan, periodically reviewing to see if any adjustments need to be made.
Client Onboarding Roadmap
We follow a straightforward process to provide you with clear next steps for your wealth. Our work together always involves an intimate understanding of your needs and what’s going on in your life. In this way, we can provide you with options that are oriented towards your values and unique life circumstances.
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Listening to what is important to you
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Learning the values that shape your decisions and priorities
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Identifying unique challenges and circumstances
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Introducing our Philosophy, Plan, and Process
Discovery Process
GETTING TO KNOW YOU
1
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Determine risk tolerance
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Gather data, documents, and statements for analysis
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Analyze current investments and potential complications
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Discover where and how we can add value as your life unfolds
Develop Strategies
TEAM FIT MEETING
2
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Presentation of wealth management process and investment approach
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Required disclosures and account documents sent for review
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Discussion of account fees, structure, and digital access
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Signatures and sign-ons
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Initiate transfer of assets
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Welcome kit
Onboarding
14 DAYS
3
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Alignment of investment solutions, service levels, and communication
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Responsibilities assigned and team introduced
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Client Personal Profile sent for completion
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Personalized Financial Organizer setup
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Online account and app tutorial
Implementation
21 DAYS
4
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Statement delivery expected within 30 days of onboarding
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Digital holder of documents
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Walk-through digital center (Right Capital Platform)
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Review of billing procedures (quarterly) and performance reporting (annually)
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Discuss service models
Orientation Meeting
30 DAYS
5
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Coordinate with CPA, attorney, and insurance agent
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Retirement projections and liquidity needs
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Credit and lending considerations
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Succession, estate, tax, and insurance planning
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Charitable giving mission and family dynamics
Wealth Team
Integration
60-90 DAYS
6
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Set meeting structure with clear agenda
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Meeting notes and follow-up tasks sent within one week
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Evaluate financial plan and adjust for life transitions
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Monitor progress towards goals and elevate relationship
