Our Process for Proactive Financial Planning

We guide you through a structured planning process—starting with discovery, clarifying goals, building proactive plans, and accessing expert insights. With ongoing implementation and regular check-ins, we help you stay on track toward financial success.

Discovery & Diagnostic

Initial assessment to identify needs

Goals, Direction, Vision

Define clear

objectives

Strategic Planning

Develop structured strategies.

Virtual Expertise

Leverage broader knowledge.

Execute Solutions

Implement Effective Solutions

Regular Meetings

Ensure continuous progress.

MAP Planning Process

A structured five-step approach guides clients from diagnostic assessment to solution implementation, ensuring clarity, expert insights, and client control.

Proactive Planning Phase

DIAGNOSTIC

Identify potential needs through CIQ Diagnostic and establish priorities.

EXPLORE

Consult Virtual Family Office if expertise beyond the Proactive Planning Team is required.

DEEPER DIVE

Conduct deeper diagnostic assessments if necessary to further clarify needs.

EDUCATE

Provide clients with options and potential solutions for informed decision-making.

Solution Implementation Phase

IMPLEMENTATION

Ensure clients maintain control while executing solutions for long-term success.

Ongoing MAP Review Process

THROUGHOUT THE YEAR

Throughout the year we will revisit your prioritized plan and implementation process to identify next steps and consider any “parked priorities.”

UPDATED ANNUALLY

  • Big Picture Goals
  • CIQ Diagnostic
  • Client Service Level Choices

Unlocking Your Full Potential with Proactive, Holistic Planning.