We start at a different place. By first clarifying what our clients are trying to accomplish and why, we achieve the highest likelihood of making a wise choice. Then and only then do we evaluate how to deploy human, financial or personal resources to match the decision that has been made.
We believe our unique capacity to work above the Planning Horizon is what really differentiates our firm.
The Planning Horizon is proprietary tool that we use to help families make wise choices. Most advisers begin by suggesting outcomes that are supposed to be predictive of a wise choice. Instead, we start by focusing our attention above the planning horizon. We believe that without first establishing strategic clarity, wise choices about tactics and tools cannot be made.
The purpose and outcome of what we do is to inspire confidence at the point where life intersects wealth, where capacity meets character, where strategy meets tactics.