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Our Process for Financial Peace of Mind

What We Do

We’ll Work With You To Protect and Build Your Wealth

We’ll Work With You To Protect and Build Your Wealth

Our goal is to set you and your loved ones on a path toward a secure financial future. By using a team-based approach, we put our combined decades of experience into addressing your unique needs. As we listen to your personal goals and specific concerns, we’ll work towards achieving financial clarity and the quality of life you desire.

Our Holistic Services

Goals-Based Planning and Public and Private Investing

Tax Strategy, Planning and Compliance

Estate Planning

  Personal CFO Solutions

Family Governance and Education

Wealth Transfer and Legacy Planning

Our 7 Step Planning Process

    • Gain a deep understanding
      • Your Generations Wealth Professional Team will meet with you and your family to understand your financial circumstances. We want to know about your hopes, dreams, goals and fears. And we will also meet with any of your other trusted advisors to get a complete picture.
    • Important factors
      • Health
      • Life expectancy
      • Family circumstances
      • Values
      • Attitudes
      • Expectations
      • Earnings potential
      • Risk tolerance
        Goals, needs, and priorities
      • Current course of action
      • Age
      • Dependents
      • Other professional advisors
      • Income
      • Expenses
      • Cash flow
      • Savings
      • Assets
      • Liabilities
      • Available resources
      • Liquidity
      • Taxes
      • Employee benefits
      • Government benefits
        Insurance coverage
      • Estate plans
      • Education and retirement accounts and benefits
    • Develop a Scope of Agreement
      • Based on the information, we will create a scope of work for your approval.
    • Audit and Organize the Data
      • Your Generations Wealth Professional Team will dig deep into the data until a clear picture starts to emerge.
    • Select and prioritize goals.
      • We will collaborate with you and your other advisors, if applicable, to select and prioritize goals.
      • Goals can be interdependent so we will help you understand the impact that selecting a particular goal may have on other goals.
    • Analyze the current plan
      • Your Generations Wealth Professional Team will analyze advantages and disadvantages of the current plan and determine if any elements of the plan maximize the potential for meeting your unique blend of goals.
    • Analyze potential alternative plans
      • We will consider and analyze potential alternative plan elements to optimize your returns and taxes.
    • Develop a Plan.
      • Your Generations Wealth Professional Team will develop a comprehensive plan based on the results of the analysis and collaboration.
      • We will identify, analyze, and select actions, products, and services designed to implement the recommended plan.
    • Plan presentation.
      • Your Generations Wealth Professional Team will explain how the recommendations are designed to maximize potential returns and minimize taxes to meet your goals.
      • We will discuss the following:
        • The anticipated effects of the recommendation on your financial and personal circumstances.
        • How the recommendation integrates relevant elements of your personal and financial circumstances.
        • The timing and priority of the recommendation.
        • Whether the recommendation is independent or must be implemented with another recommendation.
        • How the action, product, or service is designed to implement the recommendation.
        • The advantages and disadvantages relative to reasonably available alternatives.
        • The basis for selecting the actions, products, and services.
        • The timing and priority of implementing the action, product, or service.
    • Put the Plan into Action
      • Your Generations Wealth Professional Team, our professional partners and any other trusted advisors you retain will put to work the customized strategies that were carefully designed to support your unique aspirations and financial goals.
    • Address implementation responsibilities
      • We will work with you and your other trusted advisors to establish responsibilities for implementing the Financial Planning recommendation(s).
    • Monitor
      • Collaboratively, your Generations Wealth Professional Team will establish which actions, products, and services are/are not subject to monitoring and if multiple advisors are involved, who is doing the monitoring of each element.
      • We will monitor all aspects of your financial picture.
    • Communicate
      • We will analyze the data at appropriate intervals and review the results of their analysis with you.
    • Adjust
      • When plans need to change due to an opportunity, a problem or a life change, we will adjust the plan in accordance with our Financial Planning Process.
    • Optimize
      • Our team will recommend fluid changes to the plan as needed to optimize the results as both micro and macroeconomic circumstances dictate.

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If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

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