Our Process

Part 1: Complimentary 30 Min "Fit" call  

This is where we get to know each other

What have you done so far?

What's wrong with the status quo? 

What would you like to accomplish in the next 1,3,5 years? 

We'll decide together if it makes sense to set up a Strategy Session to see exactly what Bespoke "looks like" on you. 

Part 2 – No Cost Strategy Session 60 minutes

“In Planning as in Medicine, prescription without evaluation and diagnosis is malpractice.”

In this meeting we review the work you've already done, and discuss what it will take to accomplish your goals. Ian will share his best ideas to improve your portfolios performance, save $$$ on taxes and make sure your assets go to those you love, not our Uncle Sam. 

Ian will then create a plan proposal, and we'll decide together if it makes sense to complete the process and build your plan. 

How much can we save you in taxes? 

How much will it cost to work with Ian? 

These questions & more will be answered during this visit. 

Part 1 - Our Analysis 1-2 weeks, depending on complexity

During this step we will:

• Complete a thorough Social Security analysis, determining the optimal strategy based on your goals.
• Stress test your current portfolio, and if improvements can be made, stress test the portfolio adjustments we will recommend (we’ll show you the how and the why, and explain it in simple English).
• Complete a retirement redline analysis (will you run out of money, and if so, how can we fix it?)
• Reviewing your tax plan to ensure you’re paying only what you owe
• Evaluate your insurance coverage – from Long Term Care to Liability, life and anything else pertinent to your unique situation.
• Review titling of assets / legacy plans to ensure your wishes are kept when you pass
• ….And many other areas of planning as your unique situation dictates.

Part 2 – Delivery Visit - 60-90 Minutes

We'll review your plan together, to ensure you understand the "Why" behind the "what" and can approach the next season with confidence and clarity. 

During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals. 

We'll outline what the next steps look like to implement the recommendations made, and discuss what other partners need to be involved, CPA's, Estate Attorneys, etc. 

You'll leave with clear next steps and confidence that you're on track to meet your goals, or that we'll be on track soon. 

Part 3 – Implement Your Strategy

This is where we get to work. 

We will create the accounts, direct the investments, coordinate with other pros over a 6-12 month period. 

We'll determine when review meetings need to happen, and help you execute all of the items on your 'financial to-do' list. 

We'll provide ongoing monitoring and support through Elements(R) featured on this page, so you can stay up to date with your most important financial metrics. 

If this process makes sense, don't wait: 

BOOK A CALL