PERSONALIZING YOUR PLAN

BEGINS WITH OUR PROCESS

Our holistic approach for addressing all aspects of your financial life involves a structured process that helps us to learn about you, assess your financial picture and personalize a plan for pursuing your goals. To fully address your needs, we often collaborate with your other advisors such as your accountant, attorney, insurance person and others working on your behalf. We coordinate this collaboration so all aspects can come together cohesively within the comprehensive wealth management plan we design – a “living” document that evolves over time as your personal life and financial needs change.

STEP 1

Discovery Meeting


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STEP 2

Financial Diagnostic Meeting

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STEP 3

Mutual Commitment Meeting

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STEP 4

Advanced Planning & 45-day Follow-up

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STEP 5

6-Month Reviews


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GUIDANCE FOR EACH STAGE OF LIFE

Addressing your different needs along life's journey

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NOT YOUR ORDINARY EVENTS

Creative ways we
engage our clients

+


DIVERSELY CAPABLE

Credentialed across
multiple disciplines

+


A SHARED PASSION

A tight-knit team
totally dedicated to
serving you

+


HIGHLY COORDINATED

Holistic collaboration with
your CPA and attorney

+


THE RESILIENCE OF GINKGO BILOBA

Our logo reflects
our philosophy

+

GUIDANCE FOR EACH STAGE OF LIFE


Addressing your different needs along life's journey

LEARN MORE


NOT YOUR ORDINARY EVENTS


Creative ways we engage our clients

LEARN MORE


DIVERSELY CAPABLE


Credentialed across multiple disciplines

LEARN MORE


A SHARED PASSION


A tight-knit team totally dedicated to serving you

LEARN MORE


HIGHLY COORDINATED


Holistic collaboration with your CPA and attorney

LEARN MORE


THE RESILIENCE OF GINKGO BILOBA


Our logo reflects our philosophy

LEARN MORE