CALL 312.971.7071
HOLISTIC WEALTH PLANNING
We firmly believe that fortune favors the prepared mind - which is why we advocate for holistic wealth planning. Our approach goes beyond conventional investment management because your financial life is deeply personal.
We work closely with you to understand your goals, values, and unique circumstances. By actively guiding you, we develop and implement customized financial strategies that protect your wealth and ensure it benefits your loved ones and the causes you care about.
​
Wealth planning is not a one-time event - it’s an ongoing process. With our advanced financial planning software, you’ll have a complete view of your financial picture, access to real-time insights, and a clear path toward your goals.​
Our Legacy-Driven Process
Getting Organized
We'll send you a secured link to provide us with a list documents to kick off the planning process. Once received, we'll gather the details we need to take your plan to the next stage and also help you get your financial information in good order.
The Investment Collaboration Meeting
This meeting is an opportunity for us to understand your investment goals and priorities as well as any biases and feelings you may have towards or against certain types of investments. Collaboratively, we'll go through each investment type, discuss all of the pros and cons, fees and expenses, and answer all of your questions.
Brainstorm Strategies
We'll model out your financial situation and identify strategies and tactics to consider in order to find the best way to reach your goals.
1
2
3
4
5
6
7
The Beliefs & Vision Conversation
You talk, we listen - this key meeting is all about you. We'll ask you about what and who you care about, learn about your values, and what is it that you really want to achieve. Understanding you as a person, your goals, and values, will allow us to provide you with a better and tailored advice.
The Explore Possibilities Meeting
We'll introduce you to your financial portal and run some tentative financial scenarios. You will see what the future could hold and what adjustments could realistically be made to the path you're on.
The Plan Presentation Meeting
You'll receive a detailed overview of your financial life and specific recommendations and actions to take now to achieve your investment goals, transfer unnecessary risks, and leave a long-lasting legacy.
1. Investment Decisions
2. Asset Protection
3. Estate Planning
Monitoring & Ongoing Care
Our financial planning process is a work in progress that needs to be adjusted based on your life changes. We will continue to meet regularly in order to keep you accountable, monitor your progress, and make adjustments as needed.
