The process starts with an in-depth discovery aimed at getting a deep understanding of your life path, passions, financial DNA, and true life goals. Only after we have a full understanding of you will we discuss your financial picture and available resources.
Our team of knowledgeable advisors will come together to analyze your entire financial situation and build a plan for both the present and the future. When we deliver your Assessment, we start with what we heard from you, to make certain that we fully understand who you are and what you want out of life. Utilizing our technology, we show you where you stand today with regard to net worth and cash flow. We then move into our recommendations, which are accompanied by an interactive analysis, visually showing you what it will take to get where you want to be. Finally, there will be a clear action plan outlining exactly what we will be doing for you as your Personal CFO.
The moment you become a client, our team gets to work. You will first receive a more detailed version of the action plan, outlining what needs to be done, who on our team will be held accountable for getting it done, and expectations around timing. You will always know exactly who is doing what and why.
Continuous Monitoring and Review
Knowing that your life is dynamic and always changing, we do not feel that an annual review can deliver upon the Personal CFO promise. Our team will sit down with you every quarter, with a specific agenda. This allows us to systematically recognize the dynamic nature of your life and fluidly modify the plan if need be. Through the use of our technology, we get daily updates on your net worth and cash flow to allow us to proactively deliver advice to you. In between reviews we are always on call when life presents new opportunities or problems to work through. You have a partner beside you every step of the way.