Our Work Process

Introductory Consultation


At our initial meeting, we discuss with you the various services we offer to see where we might be of assistance.  After a preliminary situation analysis, we then focus on our services that could most benefit you and your business.


Plan Development


After receiving agreement to proceed, we submit to you a formal letter of engagement.  This details the services we will perform, the end result you can expect, and our fee structure.  Once these items are agreed upon, we arrange additional meetings with you, your family members and key advisors to develop and refine the direction of your plan.


Plan Implementation


After your direction is agreed upon, we'll help coordinate all aspects of your plan.  We continue to review your plans periodically, adapting them to reflect any changes in tax law or your personal situation.