Every client family is unique. The cornerstone of our practice is built upon our financial & cash flow models. These models allow us to better understand our clients current and future needs. Once these models are built, we aim to consolidate, simplify, and harmonize all assets and liability to help ensure a successful outcome. This gives our clients the ability to live their lives by design. Our models consist of:* Net worth statement* Stated goals* Current & future expected income* Current & future expected expenses* Achievable lifestyle adjusted for inflation* Cash flow model* Scenario comparisons for decision making* Estate planning strategy