Our Process
The TVFP Process is a guided, multi-phase engagement that moves from Discovery through Foundation into an ongoing Progress Cycle. Clients begin with an exploratory call and discovery meeting, then build a customized retirement income, tax, and estate plan with Family Office professionals. Ongoing meetings keep strategies aligned as life evolves.
What are the phases of the TVFP Process?
The TVFP Process has three phases: Discovery (exploratory call and discovery meeting), Foundation (customized retirement income, tax, and estate plan with Family Office professionals), and the ongoing Progress Cycle (regular meetings to execute and adapt the plan).
What happens in the first meeting?
We start with an Exploratory Call to identify your greatest needs, then, if next steps make sense, a Discovery Meeting that goes deeper into values, goals, relationships, and priorities for retirement, taxes, and legacy.
Phase 01
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.
Phase 02
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.
Retirement L.I.F.E. Plan™
We design your personalized Retirement L.I.F.E. Plan, so your retirement income supports the life you actually want to live.
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.
Phase 03
Progress Cycle
Adapting as life evolves
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.
Annual Preview Meeting
A preview of the next 12 months to identify opportunities and adjust your plan based on your current situation.
Tax Review
Review tax return and make a preliminary tax strategy plan
Strategy Meeting
Investing review plus estate planning or asset protection.
Tax Strategy Execution
Finalize tax strategies before year end.
Frequently asked questions
The TVFP Process has three main phases: Discovery, Foundation, and the Progress Cycle. Discovery builds mutual understanding of values, goals, taxes, and legacy. Foundation customizes retirement income, tax, and estate strategies and assembles Family Office professionals. The Progress Cycle is ongoing planning with proactive meetings as life evolves.