Shaping Your Financial Journey

Elevate your wealth management experience with a values-driven approach. At Stonehaven, we understand that your unique experiences and aspirations demand a tailored Wealth Plan anchored in your core values. This forms the cornerstone of your financial philosophy and serves as a roadmap for your success.

Our Tailored Process

Of course, our role with clients goes beyond just providing expert guidance in the creation of your Wealth Plan. When we work with you during a financial planning engagement, we follow the fiduciary standard which means that we act in your best interest and put your interests ahead of ours. We’ll also help you implement your plan through a combination of innovative investment and insurance solutions, working in conjunction with your current professionals, and when necessary, assist in finding specialists to complement our collective efforts.

Elevating Financial Decision-Making

Making great decisions about your wealth, whether you are deciding to grow it, protect it, or both, starts with sound thinking: thinking that makes sense. Here’s how our thinking starts when it comes to helping you make important financial decisions.

With financial independence, family legacy and social capital solutions in place, wealth optimization becomes the focus of the planning process. We use a unique and disciplined values-based approach to help you make wise choices and to help ensure that your plan is focusing on what you value.

A Strategic Four-Phase Approach

We break the planning process into four quadrants or phases, each one representing one planning cycle: Discovery, Creative Solutions, Strategy Deployment, and Results Management.

Discovery: The first phase begins by clarifying your core values, the vision you have for the future, and the goals that will move you closer to achieving that vision. This is called the Discovery phase.
Creative Solutions: The second phase is the Creative Solutions phase where we think clearly about the solutions and make decisions regarding closing the planning gaps towards achieving your goals
Strategy Deployment: The third phase is the Strategy Deployment Phase where we implement the solution and help achieve your desired results.
Results Management: The final phase is the Results Management phase where we establish a plan to manage and implement the results. This assures you have confidence your plan will work over time.

Expertise Meets Understanding

Working with a knowledgeable and experienced planner who has access to current technologies and a thorough understanding of tax rules and financial planning techniques is important. Working with an advisor who takes the time to understand your unique desires and goals is critical.

We will take the time to help you make that assessment, develop a plan that works for you, and provide you with the tools and strategies necessary to successfully implement the plan.

Improving your world, across generations.

Shaping Your Financial Journey

Our Tailored Process

Elevating Financial Decision-Making

A Strategic Four-Phase Approach

Expertise Meets Understanding