The Planning Process

The planning process begins the moment you call our offices to schedule an appointment for your Personal Family Wealth planning session.

We will first send you a package of information to complete before our time together, which will help you begin the process of getting your legal and financial life in order.

This initial planning session, which should last about two hours, also serves as a vehicle to meet in person with your planning team. During our meeting, we will guide you to gently look at what would happen to your loved ones and your assets if something were to happen to you. Then we look at what you want to happen and help create a road map to get that plan in place as easily as possible.

If we are a good fit for you and your family, we will then create a comprehensive plan for you. Once we have completed the design and drafting of your planning documents, we schedule a review of your plan with you that makes your plan so easy to understand that you will know for certain that we have captured things the way you want.

The next step is signing your plan documents so that your assets and your family are protected as discussed during your plan design meeting.

This is only the beginning of our relationship. We follow up with you and continue to work with you to verify:

  • All your asset transfers are moving forward on track.
  • Everyone you've named to take care of your children, the money you've left behind, or if you cannot take care of yourself the person who knows just what to do, if and when something happens.
  • You have the opportunity, if you wish, to capture and plan for your intangible assets — the values, insights, stories and experiences — so that they are never lost.

After all that we are still not done; we'll meet with you at least every three years to review your plan and make sure it stays up to date.