We tailor the plan to meet your specific needs.

We work through four phases together.

RECOMMENDATION PHASE

Goal: Make sure you understand your plan

REVIEW PHASE

Goal: Make sure your plan stays relevant to you

ANALYSIS PHASE

Goal: Gathering your information

DISCOVER PHASE

Goal: Get to know each other

  • What is important to you. What you believe in. What worries you.
  • We share our personal experiences with you.
  • Review where you are today. Where do you want to be? What are your short and long term goals?
  • We share strategies and concepts that will work for you.
  • We create your financial plan.
  • Review your plan and recommendations in detail.
  • Answer your questions.
  • Decide the course of action together.
  • If required, bring in our accountant, lawyer and high net worth strategist to work alongside your professionals.
  • Review to make sure we stay on track as life changes happen.

© Southlake Wealth & Estate Group Inc.