the masters planning program

What it is

A program for families interested in the thoroughness and discipline of the Integrated Planning Solution, but also desiring access to private money managers. These families see value in enlisting assistance to objectively select the best manager for their needs. Our relationships in the industry allow us to introduce you to managers with proven processes and experience.

How it works

The Integrated Planning Solution, plus:

  • Review and document your investment philosophy
  • Develop a robust interviewing process to assist you in selecting one or more private wealth managers
  • Use financial mapping to ensure your multiple goals are well articulated and achievable
  • Implement quarterly reporting and accountability reviews to monitor manager performance

What you can expect

  1. Seamless integration of your investment planning with your goals for retirement, tax, will and estate planning
  2. Disciplined planning that compounds the effectiveness of your long-term investment returns
  3. Peace of mind that your investment portfolio is working for you – in the right way
Contact us today for a private conversation > Let us help you address strategies surrounding