Your Money. Your Future. Your Choice. Schwab Log In 

Member, Daktori Financial Fellowship


Core Framework Process

core-framework-tm

Step One: Discover Values and Goals

A mutual discovery process, we determine if our services align with your goals.

  • Gather Data
  • Capture Values and Goals
  • Determine Services Needed

Step Two: Diagnose Gaps and Opportunities 

Identify planning gaps and opportunities for wealth remodeling.

  • Create Wealth Snap Shot
  • Assess Tax Returns
  • Analyze Portfolio
  • Identify Liability Exposure

Step Three: Strategy Recommendation

Recommend sophisticated strategies for investment management, enhanced wealth and asset protection.

Step Four: Execute Strategy

Advisory team tax-efficiently reconstructs your personal economy, while securing your assets.

  • Implement all tax, investment and asset protection strategies

Step Five: Manage Performance

Measure results toward achieving your goals. Review investment allocations and manage performance.