9070 Irvine Center Drive
Our financial planning process begins with us working together to articulate your vision of the future. In this exercise, we help you define what is important to you about money. We utilize state-of-the-art financial planning platforms to analyze your financial situation and answer questions, such as:
We recommend financial planning for all clients, as our experience has proven that our clients are able to pursue their goals faster and more successfully by engaging in financial planning. Depending on the level of engagement, we also work collaboratively with your other professional advisors, including tax professionals and estate planning attorneys.
At the culmination of our financial planning process, together we determine your ‘Family Wealth Index’, a benchmark for monitoring progress towards your goals.
*Financial planning offered through LPL Financial, a registered investment advisor.