The Purposeful Management of Wealth® is a thoughtful, client-centered process that enables us to determine the roles that money plays in their lives. Because it is highly relational, the first step is a discovery session focused on our clients’ attitudes, beliefs and experiences with money, their feelings about risk and their relationships with current and past professional advisors. The discovery session helps to guides us through the development of a goal-oriented plan which matches the purposes and timelines for the use of the client’s money. With this knowledge we develop a personalized investment plan, a process of implementation and ongoing communication with the client and their professional advisors. This relational, transparent approach provides a sense of trust and security for our clients and their families.