Integrated Wealth Planning
We are invested in your success and all the milestones along the way
What is Integrated Wealth Planning?
Design
In addition to the breadth and depth of planning, we integrate every component and professional in your situation and then attend the meetings with your lawyer, accountant, trustee or realtor.
implement
Take steps, adopt the solutions that are best for you and get moving in the right direction.
EXPERIENCE INCENTIVES FOR ACCOUNTABILITY
Annually, we collaborate with you to create custom incentives when you complete an accountability checklist which is designed to help you "level up" year over year.
Accountability Checklist and Adventure Incentives
Structure provides the path to success. Accountability helps you move along to a brighter future.
A novel pairing of customized “Accountability Checklists” matched with “Adventure Incentives” rewards clients for taking the needed steps to improve their situation. After the planning process has commenced, we will provide you a customized “Accountability Checklist” that will bind us to deliver you adventures when you take actionable steps towards improving your financial life. Advenire is the Latin “root” of Adventure and we believe short term incentives are the path to long term behavior modification. Each year, if you complete your Accountability Checklist, we deliver adventure experience of your choice. Whether it’s Rockies Spring Training tickets, Moab Bikerpelli entrance fees or a tear drop trailer rental for a weekend with your loved ones, we will sponsor an experience of your choice. And if you don’t have something in mind, you can pass the idea generation to us and let us take on the role of “Adventure Concierge” and we will surprise you. Its one more way we have aligned our incentives with yours to drive back more value to you. ***Subject to program criteria - $1MM AUM Firm Minimum***
