Strategic Planning

Our strategic planning process is the bedrock from which we build, and then execute, your tax planning and investment strategies.

We’ve developed our sophisticated Whole Net Worth® and tax planning tools through twenty years real-life experience in helping wealthy individuals set and accomplish lifetime financial strategies.

Prior to your first meeting with us we invest several hours of our time to structure a framework of scenarios which articulate your long-term plans and thinking. We extrapolate both year-by-year and across decades, fleshing out your plans and running What-If scenarios to stress-test variables of growth, inflation, tax and withdrawals.

Developing this strategic plan with you, then updating and systematically revisiting it, provides you an ongoing clear and realistic view of your future, so you know what you need to do, and when.