Full spectrum financial planning
We help Real Estate Professionals transform their financial assumptions into facts through an iterative financial planning process.
Our Process
Process is key to building a robust and flexible wealth strategy. We combine best practices from the military and financial planning worlds to create a comprehensive system with your success at its core.
01.
We’ll get to know each other better through a series of conversations. Ultimately, we want to build trust with each other and learn if we are a fit to work together.
02.
We dive deep into learning about you – your goals, values, and aspirations. We gather all the raw data we’ll use later to develop your tailored strategy.
03.
ANALYSIS, PLANNING & STRATEGY DEVELOPMENT
We’ll take all we’ve learned about you and develop a tailored wealth strategy through our comprehensive financial planning process.
04.
IMPLEMENTATION, CONTINUOUS ASSESSMENT & REFINEMENT
Once you approve your strategy, we’ll implement it and set up our ongoing communication process. We continuously update and refine your strategy as your life changes.
The Basics
Just because you may not have millions of dollars doesn’t mean your financial life isn’t complex. We’ve structured our firm so you can access quality financial planning services no matter your net worth.
Who We Work With
By leveraging process, technology, and connectivity, we’ve optimized our practice to effectively work with Real Estate Professionals of the XYZ generations.
Ascendant Real Estate Professionals
Established Real Estate Professionals & Their Families
Real Estate Affiliates & Support Staff
Frequently Asked Questions
How are you compensated?
Are you a fiduciary?
What is a wealth strategy?
A wealth strategy is an ongoing financial planning process that aligns your personal values with your personal capital. By combining best practices from the financial planning world and the U.S. Army’s “Military Decision Making Process,” we create a systemic process that allows for thoroughness while retaining the flexibility necessary to adapt to inevitable changes in your life.