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Our Process

Have you ever sat down and really thought about what you want out of life? Out of your job, your finances and your eventual retirement? The truth is, this is one of the most beneficial things you can do for yourself and for your financial future. Despite this, some financial advisors don’t take the time to encourage a thoughtful examination of their client’s short- and long-term goals and needs.

Here at Family Wealth Management, we won’t move forward with your strategy until you have clarity on what you want to accomplish with the rest of your life. Whether that includes spending the next few decades on the beach in Bora Bora, or leaving a lasting legacy for your family and loved ones; what truly matters is that you understand what you want and why, so that our team can help you pursue it.

Once you have greater insight into your goals and dreams, our process begins with a survey of your current financial picture. We will dig into the details of your investments, life insurance policies, retirement accounts, charitable contributions, tax strategies and potential liabilities. Leaving no stone unturned, we will prepare a highly personalized plan that serves you, your core purpose in life, your values, and your family.

Guiding you every step of the way with regular communication, regular meetings, and proactive advice - you can have financial confidence knowing that your money will be working hard to propel you toward your dreams.

What you want out of life matters. With a bit of planning and experienced guidance from the Family Wealth Management team, there is no reason why you can’t work toward it confidently. 

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