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Redefining the financial experience

Focus on your values

and your returns will be exponential. 

Research

You are in the first step of the process.  If your research leads you to explore partnering with us you can move to the next step and book an Exploration Meeting.  Read ahead for a description of the following steps.

Exploration

They say a first impression is a lasting impression.  Our first meeting is extremely important.  It will give you an idea of what it is like to communicate with our team and identify if partnering with us will be pleasurable.  It also helps us identify if we can serve you well.  We call this the Exploration Meeting and you'll have a chance to ask any questions that you have.  It is done via web conference and generally takes about 30 to 60 minutes.  The next step is Discovery.

Discovery

If the exploration goes well and it's agreed that partnership is desirable, we will schedule a Discovery Meeting.  This is generally a web conference but can be done in person if appropriate.  It is at this point that we will determine our method of partnership and which of our services are appropriate.  We'll also discuss fees.  You'll again have a chance to ask questions and we will know the scope of the partnership and all aspects by the end of the meeting.  This typically takes 60-90 minutes.  At the conclusion, you'll have an opportunity to think about what we've discussed and decide if you'd like to partner.  This usually takes families about a week, but each situation is different.  If you want to start, we will schedule the initial action steps for each team member (including your family and our team).

Initiation

This is where the impact comes to life!  Frankly, it's extremely exciting.  Here, we begin implementing and monitoring the impact strategy and experiencing your vision.  At this point, a schedule is developed (based on your needs and type of service).  It is our responsibility to ensure the schedule is followed and that nothing is missed.  We have a 1 hour meeting for review and confirmation of all items in the partnership.  After Initiation, we must execute.

Execution

Your family's situation and mission are unique.  With that in mind, your schedule for monitoring them is special.  The Execution Phase will include scheduled meetings and other items that are unexpected.  We know that the world is unpredictable, but rest assured, we are monitoring current conditions and applying them to your situation.  We'll take a proactive approach and communicate (often frequently) as needed.  You will be able to live out your family's mission without concerns and have the time to pursue your passions.

Explore Partnership