your current situation and long-term goals, as well as key documents that should be gathered to enhance our understanding of your needs and facilitate further discussions and planning activities

your family assets and objectives to determine any problems, issues, gaps, or opportunities that might require further investigation and clarification

multiple scenarios using state-of-art financial planning tools and Web-based software, to project possible solutions and determine the most effective options and ideas for you

you by meeting periodically to review the impacts of any changes to your situation and financial goals on your individualized plan, and help you organize key documents and other personal data on our secure planning website as desired

the agreed-upon ideas and strategies, coordinating with your team of advisors, attorneys, and accountants to implement your planning goals, while you have the option to use one of STA Wealth Management’s advisors to manage your portfolio by signing a separate advisory agreement

specific actions via a detailed plan and timeline, with the clear understanding that implementation of any financial planning recommendations are entirely at your discretion

solutions reflecting our findings, observations, and potential opportunities to meet goals and at value, at no cost or obligation to you—after which we’ll present a financial planning agreement outlining costs for building, implementing our strategies if you choose to proceed