After taking a long, hard look at our business, we have built a very targeted, top-tier service to help preserve your financial wealth and establish a more enduring legacy than money alone. VisionMappingSM is an approach that uses comprehensive investing, contingency planning, and family education to combat the top threats to portfolio longevity.
Through the process, you do a deeper level of planning over your lifespan – for your needs today, potential changes, and aspired to goals beyond financial ones. You are able to hold more meaningful and in-depth conversations about your particular values and vision with your family as well as gain access to education and communication tools across the generations on finances and decision-making.
The foundation of the process is derived from your core-values, which translate into a clear vision, and leads to planning and goal setting across 5 key forms of capital. Once this is integrated into a holistic wealth management plan, it can deeply impact all areas of your life.