There’s no such thing as a one-size-fits-all approach to financial planning, so we begin by listening and taking the time to understand what really matters to you.
here’s how it works:
1
First, we’ll evaluate your current financial situation.
2
Then, we’ll clarify your goals and address your concerns.
3
Next, we’ll coordinate six areas of your financial well-being to create your Financial Plan.
“We have trusted Lisa-Marie implicitly for the last 10 years to create and manage our Financial Plan. She has worked with us to create a vision that provides financial stability, that adapts it to our growing family as well as our evolving needs. She has been integral in achieving our family’s financial health and assisting us in life decisions as we continue to accomplish our goals.”
jason & Danielle M., corporate executive & professor
explore your current situation
It all begins with a conversation. We will learn about you and your current financial complexities to help us customize our relationship with you.
Clarify Your Goals & Objectives
Every situation is unique. We take the time to explore all the life goals, financial aspirations and concerns you have for yourself and your family.
Develop a Comprehensive Plan
Your wealth strategy will be tailored to you and your goals. We provide effective, bespoke strategies to address both long and short-term needs.
Customize your investment program
Managing significant wealth requires us to develop a customized asset mix that mitigates risk, seizes opportunities, and minimizes taxes.
Implement a holistic strategy
Activate on recommended strategies with a view of the inter-connectivity across all dimensions of your life.
Proactively monitor & adjust
As life and family circumstances change, we work with you to identify and present all relevant scenarios before adjusting your plan.