Planning Process

To help you plan effectively, we must first look at your present situation. We want to make sure that you: have adequate protection and liquidity; accumulate wealth as dictated by your goals; manage income taxes; plan for retirement; and preserve your wealth.

To do this, we take you through a 6-step process:

  1. Meet and Greet appointment

    • Determine if there is a good fit between your needs and the services we provide

  2. Discovery

    • Discuss personal concerns and establish goals for the future

    • Gather all pertinent information including income and expenses, assets and liabilities, company benefits, insurance coverage, etc.

    • Establish risk tolerance

  3. Plan Presentation

    • Provide an overview of your comprehensive situation

    • Prioritize goals

    • Discuss implementation and establish an action list

  4. Implementation

    • Proceed with items on action list

    • Select third-party Money Managers

    • Plan for future implementation

  5. Annual Reviews

    • Meet annually to review changes and continue to move forward with your goals for the future

    • Review and rebalance accounts

  6. Ongoing Service

    • Unlimited access to your advisor

    • Online Account access

    • Weekly market commentary

    • Update Financial Plan when necessary

Client Center

To access your accounts,
please click below.

Go To Client Center

About Us

You can be sure you are working with someone who has passed a stringent vetting process.

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Services

We use a variety of insurance
and investment vehicles to
help you implement your
planning strategies.

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In The News

Karen Lee is a frequent guest
on CNN Newsroom and her 
articles have appeared in
many publications.

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Fee Structure

How we get paid.

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