The Wealth Counselor - helps
you clarify your vision, purpose and values in a Family Wealth Statement.
The Analyst - reviews your current
financial, legal, insurance, investment, tax, retirement and compensation
plans in a Financial Checkup that evaluates how well your current plan
fulfills goals articulated in your Family Wealth Statement.
The Planners - initially prepare
a Value Proposition Letter that details the specific benefits and costs
of creating a Tactical or Comprehensive Plan based on your situation and
objectives. Once a decision is reached, The Planners prepare the plan
The Advisor Coordinator - orchestrates
the combined efforts of your CPA, lawyer, and other professionals involved
in creating and implementing your plan.
The Binder/Publisher - creates
the graphic content that illustrates the strategies and recommendations
contained in the plan.
Licensed Implementers - Following
your approval of the plan, the attorney drafts the necessary documents;
the insurance professional prepares the applications; the investment professional
implements money management strategies; and the CPA coordinates the tax-related
Evaluator/Educator - Any plan
should be updated at least annually to evaluate the impact of tax law
changes, market conditions, or changes in financial philosophy. The
Evaluator assists in this regard and also educates family members and
the planning team on new strategies.