EVOLUTION PROCESS
Helping families protect their wealth, create a lasting legacy & preserve family values.
a legacy of strength
What matters the most to you and why is it important?
Our fee-based planning process uncovers financial gaps and blind-spots standing between your current position and your desired reality. We are committed to providing objective advice, not confined to our insurance expertise. Achieving your vision requires a multi-disciplinary approach, integrating your entire team of trusted advisors. Together we craft optimal solutions to grow, protect, and transfer your wealth.
Speak with us today and learn how we can help create continuity for your wealth. Don’t leave the distribution of your life’s work to chance.
Evolution Process
Our team of advisors are ready to help, leveraging decades of experience and specialized expertise to guide you through our Wealth Evolution Process. Preserve, grow and transfer your wealth, values and wisdom through the generations while enjoying your financial independence today. Here’s what you can expect from our holistic 4-step planning process:
1. Empower – realize and sustain results with advocacy and guidance, developing a decision-making structure that ensures you are continuously on course to achieve your financial independence, legacy, and social impact goal. Monitor and redesign your plan, making adjustments for changes life may throw your way.
2. Exploration – identify, prioritize and refine your vision, values and goals to create your Wealth Purpose Statement. Using your family balance sheet, wills, and insurance, evaluate the gaps between your current position and your desired reality.
3. Engineering – strategize, design and develop your suite of unique solutions (both insurance, and non-insurance) that will help you achieve your wealth goals, as expressed in your individual Wealth Purpose Statement.