Resources

Our 4-Step Catalyst Planning Process

The Catalyst Planning Process consists of four steps necessary to holistic financial planning. We believe walking through these four steps will set you up for success for your career, retirement, and beyond. We’ll help guide and simplify the process every step of the way.

1

Family Wealth Strategy

Goals: Address the most pressing topic(s) on your mind; clarify your top financial goals, needs, and concerns; explore your Financial Planning Assessment to dive deeper into key topics.

2

Investment
Strategy

Goals: Organize and optimize your investment accounts into “purpose” categories; assess and establish a risk/opportunity level and the timeline for each category; outline our custom recommendations to enhance your investment strategy.

3

Tax
Strategy

Goals: Discover what else can be done to minimize or defer taxes; strategize for how you can use the tax law and incentives to help with your family wealth objectives; delve into a recommended idea list for tax savings with an action plan.

4

Wealth-Building Strategy

Goals: Demo your new Investment and Planning Dashboards; check progress toward your biggest financial goals; simulate your long-term wealth building and income projections; follow up on the progress of action items so far.

4 Pillars of Perpetual Planning

A continuous process to increase flexibility, financial mastery, and exceptional decisions so your family can fiercely pursue your greatest potential.

1

Summits

We periodically prioritize time together to track progress to your goals and talk about new objectives, circumstances, and resources. We’ll review your current investment strategy over time, run scenarios, and create meaningful action items.

2

Planning Ideas & Actions

We systematically analyze dozens of wealth-building and tax-saving ideas at key milestones throughout the year. Then we provide you simple, pertinent next steps at just the right time.

3

Investment
Due-Diligence

We continuously monitor and adjust your investments to remain on target for their purpose within your timeframe, risk, and opportunity guidelines.

4

Huddles

Life happens, and we’re here for you when you need guidance for key decisions or when plans change. Call us, email us, or schedule a time on our calendar for these as-needed planning and strategy sessions.