The Owners Box Experience
The Owners Box Experience is a powerful proven 5 step financial process specifically designed for business owners and professionals.
This process helps high net worth individuals navigate through their biggest financial problems, concerns and frustrations.
1. Family Huddle Conversation
A discussion to provide a clear understanding of your objectives and obstacles is the first step.
BENEFIT: Our clients gain clarity and organization.
2. The Diagnostic Review
A macroeconomic model provides an overview of your current financial picture. We will identify how assets and liabilities are being used and analyze the impact and validity of your present strategies.
BENEFIT: Comprehensive view of your financial picture revealing its strengths and weaknesses.
3. The Offense/Defense Strategies
We work together to help ensure sufficient protection from death, disability, lawsuits, unnecessary (estate) taxes, and unintended consequences of estate distribution. Next, appropriate growth strategies are explored.
BENEFIT: Confidence knowing individual strategies will be developed to deliver optimal growth and maximum protection for you and your family.
4. The Financial Playbook
An outline including actions responsibilities for both you and your financial professional to ensure complete understanding of the implementation process.
BENEFIT: A blueprint of where you are and where you want to be.
5. The Economic Review Session
This will allow us to regularly re-evaluate and provide new strategies as changes in your life occur.
BENEFIT: A flexible model that will guide you now and in the future.