Our process usually starts with a meeting where we get an understanding of our clients’ financial situation as well as their dreams and goals. We always provide an NDA prior to this discussion. This will often include a study of existing plans, financial statements, business valuations, etc. If we identify issues that need to be addressed, we create a proposal to include alternatives and costs, as well as personal and firm references. It is not unusual for clients’ other advisors to be involved in this part of the process. Then we reconvene to review solutions, implement if appropriate and schedule regular reviews to keep us on track.
