The Master Plan Program

The purpose of the Master Plan Program is to help client families integrate, organize and coordinate their financial, legal, estate and life planning advice.

During hands-on, interactive sessions, we help families define and/or clarify their goals, and develop a master plan to achieve them.

We bring together all of a family’s advisors to ensure that everyone is working in concert towards the same objectives. We host regular review sessions to refine the plan, and ensure that the entire team stays on track.

While the plan will provide a detailed analysis in many areas of planning such as cash flow projections, retirement planning scenarios, portfolio risk and return assessment, and family gifting program analysis, our objective is to help our clients:

• Enjoy and protect lifestyle
• Achieve financial comfort
• Plan for the expected and the unexpected
• Fulfill philanthropic goals 
• Build a legacy and, over time, transition that legacy
• Avoid unnecessary expenses and red tape

To learn more about the Program, and request a complimentary copy of the “Master Plan,” please contact us.