Our process begins by taking a holistic approach to personal finance. Most people acquire their assets over a lifetime with investment decisions made at different points in their life for different reasons. Ultimately the accumulation of wealth is fragmented and piecemealed over several decades. Our approach is to completely understand our clients’ assets and balance sheet along with their goals and objectives to properly construct a blueprint for their financial plan. This becomes the basis of the relationship with our firm. We subsequently match the appropriate planning strategies to the various assets in order to obtain an integrated plan to maximize wealth.