The flourishing framework


  • In this initial meeting, we get to know each other.
  • We will discuss what brought you here and address any immediate financial concerns.
  • We will provide a proposal that outlines our process, including the information needed for the next steps on your journey.


  • During this meeting, we will delve into the details.
  • We will review our observations, the potential opportunities, and implementation steps required to address these immediate needs.
  • If we decide to work together, a plan of action will be created, and our team will assist in welcoming you onboard.


  • This meeting is focused solely on the detailed steps necessary for implementation.
  • Most clients come to us while navigating through or anticipating a change in their lives.
  • These transitions can be unsettling, and the primary goal of this meeting is to address your most imminent financial needs.


  • Now we focus on your advanced planning needs and continuous financial journey.
  • We will engage in a deeper discussion, answering three pivotal questions that help to reveal your "why", and address the obstacles holding you back from being present for the moments that matter.
  • This stage is about defining what flourishing means to you and tailoring the wealth management process to help achieve it.


  • Now the advanced planning and transformation can come to fruition.
  • We align your reflections, develop a plan, and collaborate with our network of professionals on the solutions.
  • Your wealth can truly be connected to what matters most in your life.