A team and process to help you grow more than wealth
Over the last 35 years, our team has developed and refined a process we call the VFORMula, named after the V-like shape birds fly in when they migrate. Like birds flying in a V-formation, our process provides a proven and consistent method for our clients on their journey to achieving their financial goals.
The VFORMula helps our clients organize their financial lives around what matters most to them:
Family, Occupation, Recreation, and Money.
After using FORM to understand what matters most to our clients, we create a personalized plan for them based on our seven core pillars listed below:
- Wealth Management
- Risk Management
- Tax Considerations
- Estate Planning Services – Personal and Business
- Cash Flow and Debt Planning
- Philanthropy
- Value-Added Services
Once the plan is complete, we help with implementation, acting as the guide rails to keep our clients on the path toward their unique version of financial success.
Financial success is a matter of choice, not chance; it is an ongoing process, not an event. Helping our clients achieve this and celebrating their progress along the way is the most fulfilling part of our job.
For more information about our team's process, watch the video on this page under the What makes us different heading or click here to read more.
