It’s finite. It’s fleeting. Its value is unmatched. And when wealth is protected, it changes the way we experience time. We create it.
We first meet and disclose exactly who we are and how we work to maximize your time and inspire certainty that we’re the right fit for you. If you like what you hear, we listen more, learn and talk about what you need and how we can help.
Once we’ve tested for alignment of values and need, we build a Chronos Financial Strategy to match. This comprehensive element of our program weighs and factors financial variables that span accumulation, retirement, asset protection and legacy into a synergistic strategy.
Once we’ve completed our due-diligence and engineering phase, we connect and share our wealth planning outcomes, refine goals,troubleshoot obstacles and discuss moving forward. This second phase of our process initiates the lifespan of our relationship.
With a strict attention to time management and preservation, we work with you to implement your plan. Each element of this portion of the process is designed to optimize your time commitment and protect an exceptional quality of experience.
The first 60 Days are critical. You will receive new statements, be introduced to unique resources and new capabilities. Our role in this phase of the process is to set expectations and outline how we’ll work together moving forward.
You’re never done learning, growing or evolving - neither is our relationship. As the span of years unfolds new needs will emerge and priorities will change. We connect periodically to challenge our own strategy and re-engineer where needed to ensure you continue on your desired trajectory.
We understand our clients cherish their time and want to spend it on family, leisure and unique experiences. While they are very interested in their financial future and typically are quite knowledgeable, they are not nearly as interested in the mechanics of personal and business finance as we are.
For them, the most challenging element in the wealth equation is finding an advisor they can trust enough to delegate. To address this need, we built
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