Let’s Build Your Financial Future Together
Financial Advisory Services for Individuals and Businesses in Buffalo, NY and Surrounding Areas
The path towards your financial future requires a vision, a detailed plan, and a dynamic team. Taking every factor of this important process into account, we construct powerful blueprints for building and retaining wealth. Our innovative approach includes estate planning, investment strategies, and business succession planning.
PHASE ONE
The Foundation Dialogue
This process starts with a meeting to capture your personal and financial goals and identify obstacles and opportunities. We clarify and document how you measure success, how we will work together, and ensure we build a Strategic Blueprint that suits your core personal and financial needs.
PHASE TWO
The Strategic Blueprint
Once your goals have been established and financial documents collected, we will present an overview of our financial assessment. The Strategic Blueprint outlines the financial focus areas we will address and how we will manage specific deliverables and timelines.
PHASE THREE
The Goals Navigator
We work together regarding your unique personal and financial goals. We discuss your vision for the future, your current situation, and how we work towards achieving that vision through four focus areas including: Estate, Investment, Financial Independence, and Business Exit Planning.
PHASE FOUR
The Solutions Activator
Having completed the focused planning components, we move into the implementation phase of your Strategic Blueprint. Collaborating with your tax and legal advisors as needed, we deploy the wealth solutions in a timely and efficient manner.
PHASE FIVE
The Custom Wealth Inspector
Having completed the focused planning components, we move into the implementation phase of your Strategic Blueprint. Collaborating with your tax and legal advisors as needed, we deploy the wealth solutions in a timely and efficient manner.