Managing your net worth involves much more than your investment accounts. The 8 Step Wealth Management Process is an integrated, multilayered approach encompassing tax minimization planning, portfolio construction and management, retirement income planning, trusts & estate preservation as well as risk management. The process takes our clients through six initial meetings with one of our advisory teams, followed by a meeting with a tax lawyer. Once the plan has been implemented, a structured review program is put in place that includes regular comprehensive wealth management assessments as well as portfolio reviews.
STEP 1
CURRENT FINANCIAL ANALYSIS
STEP 2
IN-DEPTH GOAL SETTING & LIFESTYLE PLANNING
STEP 3
WEALTH PLAN — FIRST DRAFT
STEP 4
WEALTH PLAN — FINAL DRAFT
STEP 5
BACK TESTED PORTFOLIO CONSTRUCTION
STEP 6
ESTATE PRESERVATION PLANNING
STEP 7
LIVING & TESTAMENTARY TRUSTS, ETC.
STEP 8