Generating and making the most of the opportunities that wealth planning can bring to your life takes strategy -- the ability to oversee all the moving parts as well as their common goal.
But it can’t be just any strategy. It’s got to be your strategy. The one that is attuned to your personality, addresses your most challenging obstacles and helps you pursue your desired goals.
That’s why we have adopted a process that allows us to truly understand who you are. We provide a coordinated plan, so that you are free to focus on the pursuits that are important to you. It begins as we develop a deep understanding of everything that pertains to your financial goals.
The Sequoia Circle strategy involves the following four steps:.
Client discovery takes place as separate meetings before either of us commit to a long-term relationship. You need to determine whether our services make sense for you. We need to determine whether we can add value to your life. Investing time up front to get to know each other is time well spent.