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Calm Ocean View

Our Planning Process

Trust, through communication and processes,  are paramount in our relationship with our clients. Our team will guide you through a process to help you crystallize where you want to go, build a creative plan of action towards your vision, and guide you through the life changes over the coming years as the economy and your life circumstances change.

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Client Plan Development Cycle (PDC)

1. DISCOVERY

  • Can we create/add value

  • Identify values, goals, challenges

  • Identify family/business legacy plan desires

2. OPPORTUNITY ROADMAP

  • Discuss options with Historical Context Education

  • Clarify why mainstream philosophies don't fit ALL

  • Introduction to BWAG team, processes, fees

3. BRIDGE BUILDER

  • Deliver customized recommendations

  • Detailed plan with specific action items for team

4. IMPLEMENTATION

  • Execute wealth management plan​

  • Action items delivered for team implementation​

  • Set up all accounts

5. REVIEW

  • In the first year, there will be two reviews:

    • Post Implementation Review

    • Annual - at the end of the year

  • After the first year, there will be 1 annual review with client

  • Quarterly calls/reviews per client desire

  • Ongoing monitoring of investment strategy and wealth management plan

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