Our Process
Our single-minded focus is bringing clarity, comfort and confidence to our clients and their families. The 5C Process is how we make it happen. Because our process focuses on the big picture and then dives into all the pieces within that framework, we know we can deliver value to you regardless of what the markets are doing. Our clients have complex life and financial situations that require attention, oversight, coordination and knowledge. We will help you understand and plan for these circumstances so you can focus on living your life fully.
While we outline five distinct steps, in practice they often overlap and we come back to them time and again.
- Comprehend: Understand your family, career, beliefs, financial circumstances, and objectives.
- Conceive: Review strategic alternatives to get you to your goals. Often multiple strategies could be used to reach an objective, and so reviewing the pros and cons of each may be straightforward or may require a lot of research and discussion to choose the best option.
- Construct: Asset allocation and investment selection
- Complement: Estate planning strategies, tax minimization strategies, implementation and review of life, health, disability and long-term care insurance, risk management, legacy planning
- Check: Regularly scheduled reviews, accounting for future milestones, contingency planning, what’s new/what’s changed?