Panorama Process
A Collaborative and Comprehensive System of Wealth Management
NEW CLIENT EXPERIENCE
Our Discovery Meeting will help to determine if we are a good fit for you as Wealth Managers, and is the first in a series of meetings in our advisory process. Should you engage us as your advisors, our regular progress reviews will allow us to guide you over time as your life, goals, and circumstances change.
Discovery Meeting
Creation of Family Profile
Ideas & Advice Meeting
Our Recommendation for You
Implementation Meeting
Account Opening and Transfer Process
45-Day Follow-Up Meeting
Initial Review of Implementation
Regular Progress Meetings
Monthly or quarterly reviews / annual plan update
Let us organize your finances, so you have more time to focus on the important things in life.
Our goal is to provide families with investable assets a service model and investment methodology typically available only to investors. Our approach is collaborative, utilizing an Advisory Network of outside experts including attorneys, accountants, insurance specialists, trust companies, lenders, and more.
Our proprietary PanoramaTM Process incorporates comprehensive planning, frequent communication, and sophisticated portfolio construction. Details about our unusual approach are provided below.
Comprehensive Planning
What is important to you and your family? Our approach is designed to organize and simplify your complex financial situation, freeing you to focus on what matters most. Steps we take on your behalf include:
- Creation of a Family Profile, a visual representation of your "big picture"
- Crafting of a Financial Plan (projections of retirement income and goal fulfillment)
- Structuring of Investment Portfolio
- Review of life insurance, liability insurance, and property insurance coverage
- Coordination with other advisors (attorneys, CPA, etc.)
- Estate plan analysis
- "Map" (graphical summary) of investment accounts
- Retirement income plan (depicting income flow from investment holdings and other sources)
- Tax minimization strategies
- Social Security Analysis (help with deciding when to turn on Social Security income)
- Family Wealth Organizer (a binder that organizes family finances in an easily accessible format)
