THE CollaborativeWEALTH™ OFFERING

Your personal path towards significant wealth is unique to you and your affairs should be handled in a like manner. Despite all the assurances that financial services and products are being "tailored to meet individual needs," such is rarely the case. At CollaborativeWealth™, providing personalized service is not a marketing line. We work closely with families to develop a cohesive strategy to help work towards family goals.

The difference between CollaborativeWealth™ and other private wealth management firms is our innovative service, personal attention, and objective advice. Whether your family is just beginning to accumulate wealth or is experiencing a complex multigenerational structure of their wealth, we can develop an integrated wealth management strategy to help you preserve and maximize your family's wealth for generations to come.

PLANNING PHASE: Meeting #1 Establish & Prioritize Goals Meeting #2 Gather Financial Data & Discuss Optimal Strategy Meeting #3 Confirm Initial Assumptions & Review Rough Draft of Plan Meeting #4 Deliver Final Plan & Review And Confirm Recommendations

IMPLEMENTATION PHASE: Meeting #5 Review Product Options & Implement Chosen Products Meeting #6 Topic Specific Quarterly Review Investments Meeting #7 Topic Specific Quarterly Review Insurance Meeting #8 Annual Review

• Comprehensive Financial Planning
• Investment Advisory & Management
• Risk Management
• Product Consulting
• Innovative Collaboration