Approach

• Approach

  8. Annual Program:
  Execution & Wealth Optimization

• Approach

  7. Transition to Annual Advisory Partnership

• Approach

  6. Tax Assessment Delivery and Annual Advisory Review

• Approach

  5. Building Your Custom Assessment and Tax Plan

• Approach

  4. Discovery 2 Questionnaire:
  Pinpointing Tax Optimization Opportunities

• Approach

  3. Secure Document Submission & Review

• Approach

  2. Tax Assessment Agreement & Payment

• Approach

  1. Discovery 1 Intro:
  Understanding Your Needs