We use a step-by-step process to strive to develop the most efficient, personalized financial plan as possible from all actionable angles. These steps are: Discovery, Design, Implementation, and Ongoing Management.
Through a complimentary consultation, we engage in an open dialogue about your goals, objectives, and concerns (such as taxes or wealth management), and ways we’ve successfully addressed them in the past.
To complete this stage, we set up a secure and confidential way for you to share information with us and extensively review that information. The more information you provide us with, the more complete our reviews will be and the more valuable and actionable advice we’ll be able to give. For a better of what we can uncover during this review, see our sections concerning advanced tax planning, investment management, insurance and risk management, and retirement plan design.
Once we conclude our initial analysis, we will design a proposal. This proposal:
Summarizes the challenges, concerns, and issues you shared with us initially and those we have discovered through our audits
Outlines our recommended solutions
Quantifies the benefits, costs, timeline to implement, and critical paths for each solution
After the proposal, you can decide whether to retain Adaptive for the implementation of the entire plan, or specific services that we offer.
Upon retaining Adaptive, we’ll immediately begin coordinating with our team and our network to ensure the timely implementation of your personalized plan.
Each custom solution will have its own set of ongoing management requirements, depending on whether this is a tax mitigation plan, wealth management relationship, insurance and risk management overview, and/or retirement plan design. In all cases, we will manage these processes on your behalf by filling the role of overall coordinator, and will set a checkpoint schedule with your family/outside business advisory team to keep everyone on the same page.