Our unique process
We work to help our clients improve and organize their financial lives in a way that makes it easier for them to achieve their goals. We have developed an intelligent, comprehensive, and easy to understand process. This refined and disciplined process is known as the L.I.F.E.T.R.A.C. strategy which is designed to keep our clients’ financial life on track.
How it works
The L.I.F.E.T.R.A.C. strategy follows these 8 repeatable stages that occur throughout our clients’ lifetime:
- Discover and uncover
- Data gathering and evaluation
- Perform gap analysis
- Create plan and strategy
- Action plan and implementation
- Review progress and service
- Review results and make adjustments
- Rediscover and revise plan when necessary
These stages are repeated continually throughout our clients’ lifetime.
During this process the L.I.F.E.T.R.A.C. strategy integrates these eight pillars into our process:
- (L)iability management
- (I)nvestment management
- (F)inancial wealth planning
- (E)state planning services
- (T)ax planning considerations
- (R)isk management
- (A)ltruistic philanthropy
- (C)ash flow and banking
The L.I.F.E.T.R.A.C. Strategy is designed to keep our clients’ financial life on track. Contact us today to see how we can help you.
