Discovery

At FamilyVest, we dedicate a great deal of attention to getting to know your family’s special and unique needs. Our primary goal in the beginning of our relationship is to identify the most important factors impacting each and every family member’s short, medium, and long term financial position.

Consultation

Through a consultative fact finding process, we work with you and all relevant third parties, such as your accountant, insurance advisor, or attorney, to gather the financial statements and information needed to build your financial plan.

Analysis

Together we will discuss our analysis, which draws upon the expert wisdom gained over more than two decades of financial experience.

Recommendations

We work with you to provide detailed advice for your investments and guidance for your financial life, including retirement, education, tax and estate planning.

Implementation

We make sure all the recommendations you agreed to are implemented, coordinating with other professionals such as your attorney or insurance agent as necessary.

Ongoing Review

We meet with you regularly to review your portfolio and revisit your financial plan to make sure that all the details are still on track to meet your objectives.