Below is a hypothetical example of how we create a unique family vision for every client. That vision both guides our recommendations and helps you judge our performance. For “John and Jane Doe”, it began with the overarching agreement to “develop a customized approach to managing our wealth that we are comfortable with and allows us to enjoy our lives.” From that, we write, together, simply stated yet unique goals. All the reporting we provide maps back to at least one, if not several, of those objectives.
