We will begin collaborating with your other professional advisors at this time, so that you can have confidence that your team is working together on your behalf. Next we review and fine-tune the plan and begin discussions regarding your portfolio allocation and risk tolerance. We design the portfolio based on personal values and priorities, and work with your extended family to develop, execute and memorialize your mission and legacy. We make sure to closely monitor that your portfolios are invested prudently and appropriately. We set the plan in motion and keep you informed about your progress every step of the way.