The 44-point review
Every new client engagement begins here. Before we make a single recommendation, we examine 44 areas across five core domains - plus a sixth for business owners, founders, and practice owners. Most clients are surprised by what we find in areas their previous advisors never reviewed.
Most advisory relationships begin with a portfolio review and stop there. Investment management is important - but it represents one of five domains that determine your long-term financial outcome. A gap in tax strategy, an underinsured risk, or a stale estate plan can cost more in a single year than a decade of alpha.
The 44-point review is not a checklist exercise. It is a structured diagnostic that tells us - and you - exactly where the gaps are, what they cost, and in what order they should be addressed.
Timing depends on the complexity of your situation and how quickly we receive documents. Simple engagements may complete in two weeks; multi-entity, business-owner, or pre-liquidity situations typically take longer.
Investment management
8 checkpoints
Tax strategy
10 checkpoints
Risk & protection
9 checkpoints
Estate & legacy
9 checkpoints
Financial organization
8 checkpoints
Business & practice
8 checkpoints
Applicable to business owners, founders, and practice owners only
Written findings report
A structured document covering every domain reviewed - what we found, what it means, and the priority order for addressing it.
Advisor presentation session
A dedicated session to walk through the findings, answer questions, and agree on the planning priorities for the coming year.
Action plan
A prioritized list of specific next steps - with owners, deadlines, and expected outcomes - for everything the review surfaces.
Start with a discovery call.
The 44-point review is included in every full wealth management engagement. A 30-minute discovery call is the first step.