A great
plan will become average
over time
if it
is not
maintained.

Integrated Wealth Management^TM

The Business of Wealth Management & Family Office Services

When the initial planning cycle is complete, clients have the
choice of extending the Private Client relationship through
on-going services which could include Family Office Advisory Services.
 

Purpose

• Help clients remain proactive and run their Wealth Management plan like a business
   
• The Integrated Planning Process^TM includes a Positive Outcomes & Focus^TM Report as a tool and ranking system for clients and their advisors to help organize, prioritize and schedule important open issues and priorities
   
• Clients, along with their advisory team, have the opportunity to regularly monitor dangers and opportunities associated with their wealth management plan
   

Expectations

• Comfort in having a formal process to help organize key wealth management and planning issues
   
• Freedom to act on all or none of the Open Issues, at a pace that is determined by the client
   
• Satisfaction in remaining proactive - even if the choice is to delay action