How we work with clients
Discovery
Through a complimentary consultation we ascertain your goals, objectives, and concerns (e.g. risk and taxes), set up a secure and confidential way for you to share information with us (e.g. estate planning diagram and tax returns), and extensively review that information.
Design
As a result of our analysis, we design a proposal. This proposal:
a. Summarizes the challenges, concerns, and issues you shared with us initially and those we have discovered (NEEDS)
b. Outlines our recommended solutions (PRODUCT MIX)
c. Quantifies the benefits, costs, timeline to implement, and critical paths for each solution (PLAN OF ACTION)
Implementation
Upon retainer of Momentum Advanced Planning, we coordinate with our Advanced Planning Network and your advisory team to ensure timely implementat