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Our Process

Welcome to the Blueprint for Financial Well-Being

No building is built without a plan. And every plan begins with the ideas, expertise and knowledge of an architect. So say hello to ours. The Custom Wealth Architect™ is our secret weapon to approaching your financial future - and we’re pretty proud of it.

The CWA™ offers an innovative look at:


Tax planning

Business succession planning

Estate planning

Investment strategies



The Custom Wealth Architect™


 

Phase One: The Foundation Dialogue

 

Let’s begin with a meeting to capture your personal and financial goals as well as identify obstacles and opportunities. We’ll clarify and document how you measure success, how we will work together and ensure we build a Strategic Blueprint that appropriately suits your core personal and financial needs.


 

Phase Two: The Strategic Blueprint

 

Once your goals have been established and financial documents collected, we will present an overview of our financial assessment. The Strategic Blueprint outlines the financial focus areas we will address and how we will manage specific deliverables and timelines.


 

Phase Three: Goals Navigator

 

This is where we’ll assess your:

  • Wills & trusts
  • Life Insurance policies
  • Disability
  • Long-term care insurances

All of the above are reviewed and measured against your survivor needs and distribution objectives. We’ll evaluate your personal risk tolerance, time horizons, current risk exposure and portfolio construction. This will allow us to align your investments with your goals, values and time horizons. Then, we’ll review your financial vision and values to determine your financial independence threshold.

We look at your business as a key financial asset and evaluate:

  • Exit strategies
  • Deferred compensation solutions
  • Tailored tax advantaged strategies
 

Phase Four: The Solutions Activator

 

Having completed the focused planning components, we move into the implementation phase of your Strategic Blueprint. Collaborating with your tax and legal advisors as needed, we deploy the wealth solutions in a timely and efficient manner.


 

Phase Five: Custom Wealth Inspection

 

We will meet regularly to reflect, review, and discuss your plans. To best serve you and your family, The Custom Wealth Architect™ provides dynamic, relevant financial strategies that evolve with your changing needs and goals.

  • Annual schedule of events
  • Regular reviews of all financial vehicles
  • Legacy Plan review
  • Vaulting of important documents
  • Tax law review and strategy alignment


What's your risk number?

Please Note: Cambridge does not offer tax or legal advice.

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