Setting the vision is the first step in our planning process that helps us better understand what drives our clients, what they value, and how they envision their future. Intended to be a collaborative discussion, we work through a series of discovery questions provided to clients in advance that dive deeper into four key areas: work, leisure, legacy, and concerns. This step in the process helps paint a picture that guides decision-making and planning solutions that fit each client’s individual needs and wants.
Explore the latest insights and observations from the Verum team and other industry experts.
Protected: Changing Wealth Management Landscape
There is no excerpt because this is a protected post.
Tax Planning vs. Tax Compliance
Understanding tax planning vs. tax compliance can make a significant difference in your financial strategy.
