A detailed planning process is the best way to establish financial security. Once we get to know you we can begin to develop a dynamic plan which aims to meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.
So what are the steps?
1) The Partnership Precedence
Our first meeting is spent gaining a better understanding of one another. We will discuss our practice’s process to give prospective clients a better idea of what the client experience is like at Doyle & Associates. We want to understand your vision for the future, this will allow us to see if we will be able to provide value to your situation.
2) Deep Discovery
Our second phase is to assess your current situation. As we work to build a comprehensive strategy for you and/or your family we require a clear understanding of where you are today.
3) Solutions & Strategy
At this stage we are able to provide actionable advice. We don’t believe in solutions’ we believe in structures and strategies. Our plans are built to be agile. As tax regimes change, and family life throws curve balls, our strategies are made to be able to change and adapt with policy and family changes.
4) Collaborative Implementation
We don’t work alone. The biggest difference our clients find working with us is our truly comprehensive approach. This often entails meeting with external counsel, and accounting practitioners to coordinate all elements of a client’s wealth plan and strategy.
5) Continuity, Monitoring, & the Anticipation of Problems
Our clients’ goals and dreams aren’t static, this is why we produce dynamic, living plans. We take pride in our ability to anticipate problems, and work on pro-active solutions to continuously provide value to our clients. We meet with our clients semi-annually to ensure our strategies are still aligned with their current situation and vision.
6) Optimization & Legacy
As part of our culture of excellence we are constantly continuing our education. Part of this education is staying up to speed on new and innovative products that can provide optimal client outcomes. No matter what your goals are, we’re able to help. We’re equipped with the expertise to provide multi-generational wealth planning or charitable & philanthropic planning.