Strata Process (tabs/temp page)

Step 1

Step 1: Discuss Goals & Expectations

We listen. We discuss your goals at a high level and learn about each other’s expectations for a successful relationship. Then we assess any planning you may have already done and look for gaps or opportunities other advisors may have missed.

Step 2

Step 2: Define Plan Objectives

We work together to understand your financial philosophy and specific objectives. We capture and organize your financial information, which allows us to build a clear picture of what’s in place today and what can be improved.

Step 3

Step 3: Design Strategies

We build sophisticated strategies and present them in plain English. Together we filter and prioritize. You see how your financial picture will be revised compared to its current state. Investment recommendations are proposed. We engage your family advisors and the decision-making process begins.

Step 4

Step 4: Coordinate with Family Advisors

We solicit input from your family advisors to ensure buy-in and understanding of the proposed plan strategies. We ensure all advisors sign off on the plan so we’re clear to move forward with implementation.

Step 5

Step 5: Finalize Your Plan

We finalize the plan and present it as your Strata Wealth Blueprint™ — a highly organized document containing clear goals, observations and recommendations. We review the plan together and you sign-off on each strategy.

Step 6

Step 6: Implement the Plan

We coordinate with all parties necessary to take your plan from concept to reality, ensuring all action items are implemented efficiently and precisely.

  • Step 1

    Discuss Goals & Expectations

    We listen. We discuss your goals at a high level and learn about each other’s expectations for a successful relationship. Then we assess any planning you may have already done and look for gaps or opportunities other advisors may have missed.

  • Step 2

    Define Plan Objectives

    We work together to understand your financial philosophy and specific objectives. We capture and organize your financial information, which allows us to build a clear picture of what’s in place today and what can be improved.

  • Step 3

    Design Strategies

    We build sophisticated strategies and present them in plain English. Together we filter and prioritize. You see how your financial picture will be revised compared to current state. We propose investment recommendations. We engage your family advisors and begin making decisions.

  • Step 4

    Coordinate with Family Advisors

    We solicit input from your family advisors to ensure buy-in and understanding of the proposed plan strategies. We ensure all advisors sign off on the plan so we’re clear to move forward with implementation.

  • Step 5

    Finalize Your Plan

    We finalize the plan and present it as your Strata Wealth Blueprint™ — a highly organized document containing clear goals, observations and recommendations. We review the plan together and you sign-off on each strategy.

  • Step 6

    Implement the Plan

    We coordinate with all parties necessary to take your plan from concept to reality, ensuring all action items are implemented efficiently and precisely.