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Strategic Planning Process

1. Introductory Session

  • Get a basic understanding of your needs and goals
  • Explain our capabilities and process
  • Answer questions
  • Agree to work together

2. Discovery and Understanding

  • Discuss your unique circumstances and goals
  • Review relevant financial and legal documents
  • Identify issues or areas of concern

3. Analysis and Strategy Development

  • Validation of your needs and goals
  • Comprehensive analysis of financial position
  • Collaborate with your other key advisors as necessary
  • Development of specific recommendations

4. Review of Comprehensive Plan with Client

  • Deliver analysis of current situation
  • Identify gaps and opportunities
  • Detail specific recommendations
  • Obtain consensus on overall strategy and recommendations
  • Execute required documents

5. Confirm Implementation of Plan*

  • Complete transition of identified assets
  • Execute each component of plan
  • Confirm implementation with client


*Plan implementation can be done through a firm of your choice

6. Ongoing Monitoring and Periodic Review

  • Monitor performance of plan components
  • Regular meetings to review performance
  • Special meetings or calls with you and your other advisors as appropriate

7. Strategic Adjustment of Plan When Warranted

  • Revisit plan when a major change to your circumstances occurs
  • Recommend adjustments to capitalize on new opportunities

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