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Our Process

Decisions Going Forward

At Family Wealth Decisions Group, our main service is to provide you an objective and comprehensive fee-based financial plan.

Our disciplined planning process involves:

  • A successful mutual evaluation to assure comfort and understanding of the process.
  • Gathering data, both "soft" data as well as the hard documentary data;
  • In-depth analysis of all the data collected to understand your current financial condition relative to your objectives;
  • Developing financial recommendations collaboratively with you, as well as a financial decision-making process, to help you achieve your goals and mitigate potential pitfalls;
  • Implementing your planning recommendations and collaboratively with you, determining an appropriate timeline and priority of implementations.
  • Monitoring your progress and financial condition and collaboratively with you, updating planning recommendations as may be needed.

We do not claim to be all things to all people. We work with high net-worth business owners, professionals, executives and retirees - people who are responsible, respected leaders in their industries, professions and communities. By limiting our scope, we have developed a detailed understanding of the unique problems and opportunities that our clients face.

Many of our clients have trusted, long-term advisors - perhaps an attorney, a CPA or both - who have done much of their planning work (wills, trusts, business agreements, retirement plans, etc.). Our work supplements and coordinates the services these advisors provide. While each of your existing advisors is a focused specialist, we look at the various pieces of your financial picture and put them together by using a cross-disciplinary approach to help meet your objectives. We also work closely with your advisors to ensure that the alternatives you choose complement any existing business, tax or investment strategies. 

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