In-Depth Planning Process

Working together, we integrate the multiple components of your wealth management plan through a collaborative process:

The first step of our process is collaborative discovery and education. Our team assists you in identifying and clarifying your goals and dreams. We then analyze your entire balance sheet, including assets and liabilities, and provide guidance on various strategies. This may include cash flow, wealth management, insurance, tax planning, and estate planning.

From there, we create a customized plan and review appropriate recommendations. Together – we review the various options and help you choose a path most aligned with your goals and priorities.

With your plan as our foundation, we will continue on in our distinctive process of oversight, wealth management, and collaboration.


Stifel and its associates do not provide tax or legal advice.  You should consult with your tax or legal advisor regarding your particular situation.