High Net Worth Planning

Our Process


The first step in any planning process is to learn as much as possible about the client. We do this with you through data gathering and goal setting. We provide our Client Goals and Data Tool to help you in this process. We will collect substantial amounts of data, financial information, legal documentation and tax returns. These are critical for a successful outcome.

Plan Design

The Family Wealth Goal Achiever™ is a plan design book (like a blueprint) that explains in easy to understand text and graphics the planning ideas being recommended by the planning team.


While all design plans vary from client to client, most will contain the certain elements.


We start with the Periodic table of Planning Elements, a page that outlines many of the strategies we could consider for a client's given situation. Read more


The next step in the process is plan implementation. This typically involves legal work, financial work, accounting work and insurance work. Other providers may also be needed.







Every plan should be reviewed at least once each year. Plan numbers rerun, balance sheets and cash values updated, plan documents reviewed for compliance and for continued suitability, and funding updated. In addition, actions of the plan participants should be reviewed to make sure that errors are not inadvertently made. Tax returns should be reviewed (preferably before filing) to make sure that they are being done consistent with the plan itself. Read more

Click Below to Share: