Integrated Planning


Possibly the most crucial of all planning stages, is the Discovery phase.  Our goal is to uncover what is truly most important to each individual, so that a unique plan can be crafted to achieve even the loftiest goals.  Creating a clear and strong foundation at this stage, enables us to keep your true wishes at the forefront, and not get lost in the details.


After gaining a thorough understanding of where you want to go, we analyze all relevant data, working in concert with your other professional advisors, to get where you want to go.  We bring together the strengths of our diversified team to ensure we are able to reach the best integrated recommendation.


Recommendations will be provided to you in a timely manner, which will summarize the results of our analysis and the options we believe best meet the goals established in Discovery.  We will be pleased to discuss each alternative in as much or as little detail as you require.


Once you have reviewed and selected the recommendation that is best suited to meet your needs, we will work with your other professional advisors to see that the plan is implemented in a timely fashion, and in accordance with your wishes.   Of course, as your situation evolves, we are ready to grow with you and update any implemented plans as needed.