Step 1: Initial Meeting

In the beginning we take a broad perspective. We need to understand our clients' future goals, their past achievements, and their current circumstances. And beyond the facts, we need to appreciate the personal, spiritual, or philosophical values that motivate them as well as the lessons they have learned through their success. Listening is always the first step toward earning a seat on your side of the table.

Step 2: Assessment

Then we narrow our focus and begin research on your current planning strategies - reviewing existing documentation to identify gaps or inefficiencies, as well as new opportunities to consider. From this analysis we recommend a menu of appropriate strategic solutions. Each one is subjected to modeling and testing so that you can make informed decisions as the plan develops.

Step 3: Implementation

A comprehensive, integrated plan for business and family wealth inevitably draws on diverse disciplines - such as legal, accounting, and trust professionals, along with the financial product institutions and administrative resources. Our role is to coordinate their efforts and facilitate communication so that every detail is examined and every task conforms to a disciplined timetable.

 

Step 4: Review

The professionals at Curtis & Associates provide ongoing reviews to help determine suitability and measure performance of all elements of our clients' plans in light of changing circumstances. Continual monitoring allows us to respond quickly, implementing modifications to help preempt problems and capture opportunities.