Through a complimentary consultation we engage in an open dialogue about your goals, objectives, and concerns (e.g. risk and taxes), and ways we’ve successfully addressed them in the past.
To complete this stage we set up a secure and confidential way for you to share information with us (e.g. estate planning diagram and tax returns) and extensively review that information.
As a result of our analysis we design a proposal. This proposal:
- Summarizes the challenges, concerns, and issues you shared with us initially and those we have discovered
- Outlines our recommended solutions
- Quantifies the benefits, costs, timeline to implement, and critical paths for each solution
Upon retaining Momentum Advanced Planning we coordinate with our Advanced Planning network and your advisory team to ensure timely implementation.
Each custom solution will have its own set of ongoing management requirements.
We will manage these processes on your behalf, as well as set a checkpoint schedule with you family/business advisory team to keep everyone on the same page.