STANDARD OF CARE

Standard of Care

STANDARD OF CARE MODEL STANDARD OF CARE PORTAL

Wealth is both a science and an art.

We understand that there is a grey area between analysis and recommendations — that's where critical decision-making comes in. Analysis requires looking at one's financial situation from all angles and is critical in highlighting the key decision points that will shape our recommendations. The decisions we help you make will always be catered to your unique needs and situation. Science provides the knowledge, the art is applying it towards your goal.

Through our STANDARD OF CARE (aka SOC), we're able to bridge the gap between science and art by providing you with defined strategies to turn your wealth into life-long opportunities.

Wealth is not something you wing. You achieve it the same may you achieve everything else: an assessment of data, logical and unemotional evaluation, educated insight and critical decision-making.

Our Standard of Care Model ensures all the financial components of one's life are being addressed the right way at the right time and includes the following:

LIFE STAGES

Accumulation | Pre-Retirement | Retirement

A: Build wealth to Increase Personal Financial Stability
P: Proper Investment Planning to Prepare for Retirement

R: Balancing Bucket List, Long Term Stability & Legacy

CURRICULUM

Financial Planning Priorities

It is our commitment to get you to the next stage of life with a

defined plan. We will help guide you through life’s

uncertainties and strive for success.

3Ls STRATEGY

Liquidity | Longevity | Legacy

L: Resources to help maintain your lifestyle

L: Resources to help improve your lifestyle
L: Resources to help improve the lives of others

PROGRESS SPECTRUM

Are you on track?

Regular progress updates so you can see where you stand

and adjust to your changing needs. The Progress Spectrum

makes it easier to stay in line with your goals.

P o w e r f u l C o n f i r m a t i o n t h a t N o t h i n g i s M i s s i n g f r o m t h e P l a n