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14. Value Showcased in Sample Deliverables
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Family Wealth Statement
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Financial Checkup
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Value Proposition Letter
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Tactical Plan
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Comprehensive
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Implementation Documents
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Quarterly and Annual Reports
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At our initial meeting, we can provide samples of the seven deliverables discussed on the
previous slides.
It is our goal to provide great value through each phase of the planning process. Each phase
provides value on a stand alone basis. It is our desire to exceed our clients' expectations. In the
first phase, we assist you in defining the destination or purpose of your wealth and your current
wealth status as part of the Family Wealth Statement, Value Proposition Letter, and Financial
Checkup. During Phase 2, we can provide a tactical plan or a comprehensive plan. During Phase 3,
we orchestrate the implementation of your portfolio design, risk management, and legal
agreements. During Phase 4, we monitor and advise on a scheduled or as needed basis. We
offer re-optimized versions of the plans, as well as education about any of the plan enhancements.
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