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Simplifying the Chaos of Wealth for Successful Individuals

 
 
Do You Excel In Creating Wealth But Fail Miserably When It Comes to Managing It?
 
Let's face it, most successful professionals and entrepreneurs know how to get the job done and run their business and even how to generate and acquire significant wealth, but this does not mean they have necessarily learned how to navigate all the complex tax laws and estate management strategies to optimize and synchronize their wealth with present and future goals and visions.
 
If successful individuals were experts at that, they simply would not have the time to take their careers and business where they want it to go. Most successful people have learned very early on the importance of focusing on their own individual abilities and outsourcing responsibilties that are not their strengths to more knowledgable professionals.
 
You know darn well there is no limit to the number of people who would just love to manage your hard earned assets. The problem is that there are very few that will invest the time to learn and understand your wants, desires and needs before they make recommendations for your hard earned income and assets.
 
Successful individuals need to balance their competing needs for tax efficiency vs. asset protection vs. immediate access to money for consumption and future opportunities.
 
What Are The Minefields to Avoid when Leveraging Your Legacy?
 
There are so many moving parts in wealth management, it is very easy to become overwhelmed and confused.
 
Typically there are unique family or business dynamics that are impeding the process of wealth and business transfer decisions; its not that simple to successfully navigate through these minefields.
 
You are passionate about your life's work and want someone who can help you leverage your ability to make a difference for your family or to permanently change the world. It simply is not easy creating a legacy that is concrete, clear and impactful.
 
You need someone to help minimize your struggles with organizing and creating infrastructure to keep your current assets healthy and profitable while you pursue other interests, business or pleasure.
 
You want to avoid having accounts everywhere and dont have the patience or desire to keep track of all the different accounts, entities and trusts, their respective rules, and coordinating all the people managing them.
 
How Do You Find the RIGHT Wealth Advisor?
 
It simply is impossible to make the appropriate recommendation without thoroughly understanding your views.
 
Whomever you find to assist you in managing the hard earned wealth you have created, you want to make sure they spend enough time getting to know you and understanding your specific and unique circumstances, vision and personality.
 
In our office, we look at every facet of your financial world and spend 90 minutes with you every two weeks for six to eight months to unravel all the complexities of your wealth challenges so we can develop a customized and tailored solution for you.
 
 
 
Not Everyone Is Accepted As A Client.
 
Alison has a practice that is referral only, she has no ads and you won't find her in a phone book. If you find your way to her, it is probably from someone she has already served well. But that is no guarantee she will accept you as a client, she only accepts a percentage of the people that are referred to her.  And to accommodate her high net-worth and high profile clients, her office is discreet and private.
 
Time is limited and client attention is high, so, the "fit" has to be "right" with regard to what the client needs from Alison, their style of communication and what the role is that they need Alison to play in their lives. Alison has fun working with clients that think big, make things happen and trust their gut instincts.
 
Alison must be extremely selective because her process, and the intensity of her client relationships, are so in depth that it requires a tremendous amount of time and resources on her part to meet the ever changing needs of her clients. Her clients have a lot at stake, a lot going on and need a lot of constructive and personalized attention, systems and resources to make it all work...to simplify the chaos of their wealth.
 
Making Things Happen.
 
  
Initiating Contact
 
Before any mutual commitment is formalized to engage Alison’s services, you and Alison spend time having genuine dialogue regarding the people and passions closest to you, what stresses you financially and what drives you to where you are and where you want to be.  She wants to know the impact or mark you want to make during and after your lifetime on your loved ones and on the world.
 
Engagement
 
Alison extracts from this dialogue the areas to focus planning and summarizes the tasks at hand to get started. This way everyone is on the same page regarding the scope of the engagement. Upon confirmation that we are on the same page and our styles work for each other, Alison determines the initial planning fee (usually between $4,000 and $20,000, depending on complexity) and the process begins!!! So hang on, dig in and let the fun begin!

 

"Brain Dump" and Design
 
Upon receipt of the planning retainer, Alison’s staff will schedule the next 12 client meetings, approximately every other week (at least 2 times per month) to “turn over” each stone of possibility for exploration and understanding. We consider where you want to go, who you want to take with you and who you want to leave behind, what you want to accomplish and what you don’t, what we have to work with and what you are willing to do to make things happen. We “figuratively” break down all the parts of your current plan, evaluate and discuss the pro and cons as they relate to the objectives at hand (liquidity, asset protections, estate transfer, wealth preservation, entity exit strategies, etc) of each component and then orchestrate all the moving parts so you can take action in the areas you choose, with whom you choose.
 
Go For It!
 
Make things happen. Alison is very action and results oriented. Clients implementing their plans with Alison have her as the quarterback to the process. She is direct, bold and understands a client's unique planning tolerance to then facilitate all the moving parts of the implementation to help SIMPLIFY THE CHAOS OF WEALTH so the client is free to be who they are!