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Our Process
From Clarity to Confident Action
A guided journey that begins with deep understanding and moves quickly into focused execution, so your decisions are aligned, your priorities are addressed, and you no longer carry the weight of complexity alone.
Discovery
This is where clarity begins.
The TVFP Process is designed to help us get to know one another at a deep level. We take the time to understand your values, retirement goals, important relationships, and concerns around taxes and legacy—while you gain clarity on our values, mission, and how our Family Office approach works. This mutual understanding helps ensure we’re well aligned for a long‑term partnership.
Exploratory Call
We start with an initial conversation to identify your greatest needs and determine if we should take next steps together.
Discovery Meeting
We do a deep dive into your values, goals, relationships, and priorities for retirement, taxes, and legacy.
Initial Findings
We outline the key observations and opportunities we see for improving your retirement income, tax strategy, estate plan and more.
Mutual Commitment
If we both feel it’s a strong fit, we agree to work together and complete the paperwork to make the relationship official.
Foundation
Building for success
After we’ve agreed to work together, the Foundation phase is focused on customization and coordination. This is where we design your retirement income plan, align your tax and estate strategies, assemble the appropriate Family Office professionals to support execution, and establish a thoughtful meeting cadence to keep everything moving forward.
L.I.F.E. Plan™
We create a plan to optimize your retirement income.
Family Office
We determine which Family Office professionals (such as CPAs and estate attorneys) need to be part of your team and how we will coordinate their work.
Advanced Plan
We narrow our initial findings down to a specific prioritized action plan tailored for you.
Implementation
We hold regular progress meetings to execute the action plan.
Progress Cycle
Building for success
With the foundation in place and advanced strategies implemented, our work shifts to an ongoing planning cycle. We meet proactively as your life evolves—adjusting retirement income, monitoring taxes, and revisiting estate and legacy plans—so your strategy stays aligned with what matters most.
