A multidisciplinary approach to building and preserving family wealth.
Our Process
While your specific situation may vary, we typically follow a three-step approach:
1 • Initial Conversation
You and your significant other (if applicable) sit down with our team and help them understand your unique goals, pain points, and aspirations. You’ll also have the opportunity to ask any questions you have about what it’s like to work with our firm.
2 • Financial Assessment
Once you’ve gathered all the relevant documentation, our team reviews your current asset allocation, beneficiary structure, and tax situation. We look for opportunities to improve each aspect of your financial and estate plan and present you with recommendations to help you achieve the short- and long-term outcomes you outlined during the first session.
3 • Onboarding & Set-Up
If you’re pleased with the plan and feel we’re a good fit, we’ll walk your through the steps required to officially become our client, including transitioning or opening accounts, adjusting your asset allocation, and making updates to your estate.
“Accurate Advisory Group has been excellent to our family.”
— John V.
