We offer two options to engage our services in order to best fit your unique needs:
Ongoing Proactive Comprehensive Financial Management
Looking to hire a household CFO to manage your finances with fiduciary care, dedicated attention and advanced professional training? Our holistic planning service creates a one-stop-shop to align your financial planning, investment management, tax planning, estate planning and insurance needs into a comprehensive plan. We also provide proactive and ongoing service so you can relax knowing our team is going to work on your behalf and in your best interest.
One Time Individual Service
Have a unique situation or a one time need for professional guidance, reach out to our team to learn about our individualized service options to help you solve your challenge.
Our process always begins with an introductory call to get to know each other, understand your needs and objectives, then determine if we are a good fit to move to the next step of our holistic planning process.
After our initial call, we have a four step engagement process:
Step 1: UNDERSTANDING WHERE YOU ARE NOW
In our first meeting (either in our office, a mutual location, or virtual), we will conduct a strategy session to get to know each other, understand your goals and objectives, understand your current finances, and review the services we offer to meet your needs.
Step 2: DETERMINING WHERE YOU WANT TO GO
In our second meeting, we will organize your financial life & estate, gain a deep understanding of your net worth, prioritize your goals & objectives, and developing a plan for implementation.
Step 3: ACHIEVING THE HOLISTIC PLAN
In our third meeting, we will recap progress we’ve made, design your customized Bucket Plan and Tax-Efficient Roadmap, align your market volatility tolerance with your plan, propose our recommendations and begin to implement your plan.
Step 4: PROVIDING CONTINUAL SERVICES & SUPPORT
After the plan has been implemented, ongoing maintenance and active management is critical. Alison Wealth Management will provide ongoing consultations, a customized review process, an annual plan update meeting, proactive communication & education, as well as limitless availability.