Your Partners In Planning


We initiate the development process with a series of discussion meetings.  In the beginning we take a broad perspective, helping clients articulate future goals and stategies -- reviewing existing documentation to identify gaps, overlaps, or inefficiencies.  From this analysis a menu of strategic alternatives emerges, which are subjected to modeling and testing to produce our recommendation report. 


Achieving a comprehensive, integrated plan for business or family finance requires diverse disciplines -- the legal, accounting, and trust professionals, along with the financial product institutions and administrative resources.  Our role is to help coordinate their efforts and manage communication to assure our clients can make informed decisions and can rely on an effective implementation timetable.


In the real world, financial and investment planning* means a commintment to a perpetual decision process.  As personal circumstances, economic conditions, and regulatory environments change over time, our clients' plans must respond to new opportunities and potential problems.  We set up monitoring procedures in advance that allow you to evaluate peformance against objectives and revise your decisions accordingly.

Please use our website as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.