Our Process

Pinnacle Strategies, Inc. will guide you through the often overwhelming process of creating an estate and asset protection plan.

Process Graphic

1. Initial Meeting

Every family’s situation is unique. The more we know about you, the more precise the recommendations we can make and the better we can help you. As a result, we may take some time to discuss your vision, mission, values and goals — the things that really matter to you. It's your legacy!

2. Discovery

Here we identify and prioritize your objectives, and help establish benchmark goals. People often fail to achieve objectives because they try to accomplish too much too soon. By breaking down your goals, we focus on crystallizing your objectives and acting as the catalyst of a team-based planning process to work toward successful implementation of the family's mission statement.

3. Design

Based on our meetings and analysis, we will craft the appropriate planning strategies. We will also carefully select the appropriate financial and insurance products to leverage your estate planning objectives.

4. Recommend

Present our solutions consistent with your vision, mission, values and goals. This step will empower you to make educated decisions on which strategies to implement to accomplish the family mission statement.

5. Implement

Coordinate your family's mission statement with the other members of your team of financial, tax and legal advisors.

6. Plan Summary

Monitor your progress and provide ongoing service as your needs and situation change over time. Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life changes. We will work with you over the years to help keep your program on track with your changing needs.

Ultimately, our goal is to help you obtain a sense of personal and financial
well-being, regardless of how simple or complex your needs may be.

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