Liminal (adj): relating to a transitional stage of a process; occupying a position at, or on both sides of, a boundary or threshold.
Step 1: Define
Understanding our clients’ goals and priorities is the foundation to a
long-term relationship. We want to know who you are.
Step 2: Align
We believe in a disciplined, due-diligence process in accomplishing financial objectives.
We do this via a comprehensive financial plan.
Step 3: Evaluate
Your goals and priorities are organized through our system.
Our process includes an in-depth interview and document gathering.
Step 4: Design
Using state-of-the-art financial planning tools,
we custom-design a personalized financial plan honoring your goals and priorities.
Step 5: Transform
We present strategic adjustments designed to transform your financial trajectory
and should you choose to work with us, we can help you implement them.*
*Implementation of financial planning recommendations can be done with the advisor or company of your choosing.
Step 6: Validate
At the end of your transformation journey, we validate your adjustments
and refine your strategies as necessary.