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CHOOSE A RELATIONSHIP, NOT A TRANSACTION

THE CALIFORNIA WEALTH TRANSITIONS PROCESS

We evaluate every potential client relationship based on the possible impact our services can have. If we are not a good fit, we’ll let you know. We don’t claim to be the financial firm for everyone; our advisors are specifically prepared to help high net worth individuals and families in some of life’s most confusing, complicated circumstances. We will take the time to dive deep with you, understanding your wishes, concerns, and goals. Every recommendation and every strategy is put forth with your best interests at the center.

We’ve spent decades building the customized process we use to help you make decisions about major financial transitions. We know the questions to ask, the steps to take, and the potential challenges you’ll face – and we’ll be with you every step of the way. If you need a referral to a CPA, estate, or divorce attorney, we work with some of the best in the industry and will point you in the right direction. If you have questions about the process or want to schedule an appointment to speak to an advisor, we’re ready to help you get started today.

WHAT YOU CAN EXPECT

Introduction 15-20 minutes
Introduction
CWT | Our Process Handshake

We want to get to know you and learn how we can help. What financial questions are keeping you up at night? What are your short-term and long-term goals? Here’s where we gather some basic details so we can determine the best path forward.

SCHEDULE AN INTRODUCTORY CALL

Discovery 45-60 minutes
Discovery
CWT | Our Process Discovery

We identify all of your assets, liabilities, income, and expenses. We then gather documents to build a financial projection, analyze your taxes for savings strategies, and review your estate plan to ensure your legacy will get carried out exactly as you intend.

Presentation 60 minutes
Presentation
CWT | Our Process Presentation

This is where we look at everything together. We will review your financial plan, tax analysis, and estate plan. From this, we will discuss our thoughts and recommendations and make actionable steps to help you achieve your goals.

Implementation
Implementation
CWT | Our Process Implementation

It’s time to put your plan into action. Our helpful service team members are experts in setting up the accounts you’ll need, getting your paperwork in order, and establishing online access.

Review Cycle
Review Cycle
CWT | Our Process Review Cycle

We review your progress on a timetable that works best for you. A little nervous? We can meet more frequently at first. Really busy? A semi-annual or annual review is fine too. We double check everything. Is everything going according to plan? Have you had some changes? This is when we can update your plan, check your taxes, and review your trust work if there have been changes to your family or estate law.

WHAT YOU CAN EXPECT

Introduction 15-20 minutes
Introduction
CWT | Our Process Handshake

We want to get to know you and learn how we can help. What financial questions are keeping you up at night? What are your short-term and long-term goals? Here’s where we gather some basic details so we can determine the best path forward.

SCHEDULE AN INTRODUCTORY CALL

Discovery 45-60 minutes
Discovery
CWT | Our Process Discovery
We identify all of your assets, liabilities, income, and expenses. We then gather documents to build a financial projection, analyze your taxes for savings strategies, and review your estate plan to ensure your legacy will get carried out exactly as you intend.
Presentation 60 minutes
Presentation
CWT | Our Process Presentation
This is where we look at everything together. We will review your financial plan, tax analysis, and estate plan. From this, we will discuss our thoughts and recommendations and make actionable steps to help you achieve your goals.
Implementation
Implementation
CWT | Our Process Implementation
It’s time to put your plan into action. Our helpful service team members are experts in setting up the accounts you’ll need, getting your paperwork in order, and establishing online access.
Review Cycle
Review Cycle
CWT | Our Process Review Cycle
We review your progress on a timetable that works best for you. A little nervous? We can meet more frequently at first. Really busy? A semi-annual or annual review is fine too. We double check everything. Is everything going according to plan? Have you had some changes? This is when we can update your plan, check your taxes, and review your trust work if there have been changes to your family or estate law.