Getting to know you
Our discovery process starts with you and your family. We spend the time it takes to make sure we all understand who you are and what matters most. Sometimes busy high achievers need to stop to give careful thought to the future. Nothing is more important to us than knowing you well and having clarity on goals and plans. What really matters to you?
A thorough discovery process includes getting to know your key trusted advisors, such as your CPA and estate planning attorney. We’ll discuss your community activities, business interests, and intentions for your family legacy.
Included is a review of your accounts and data—investments, insurance, taxes, properties, businesses, estate planning. Team Hewins will work with you to determine what you need to do and what we need to do. Then we’ll begin implementing and monitoring your program.