Wealth Discovery Process

The Wealth Discovery™ Process

Your mission, vision, values & goals. Our strategies, tactics & tools.

Wealth Discovery™ is our proprietary planning process designed for high-net-worth individuals and families with complex financial lives across the United States.

We are based in Bellevue, Washington, and our perspective is shaped by the Pacific Northwest, where wealth is often built through entrepreneurship, real estate, and long-term investment rather than inheritance alone. While we serve clients nationwide, this lens helps us understand the unique ways success, risk, and opportunity are experienced in the PNW and beyond.

We begin with you. Your mission, vision, values, and goals form the foundation of your plan. Before we recommend strategies, we take time to understand what success means to you and how your wealth should support your life.

From there, we guide you through four intentional stages:

Clarity

We develop a clear picture of your financial life and what matters most to you. Together, we identify key challenges, risks, and opportunities so you can see where you are and where you want to go.

Confidence

We design strategies that align with your priorities and evaluate multiple paths forward. You will understand the tradeoffs between cost, timing, and complexity before making any decision. Education is tailored to your style, whether you want a high-level view or deeper detail.

Results

Once a strategy is selected, we coordinate the tools, resources, and partners needed to put your plan into action. This includes traditional institutions as well as specialized and non-traditional partners when they better serve your goals.

Peace of Mind

Because financial planning is not a one-time event, we meet with you regularly to track progress, revisit milestones, and refine your strategy as your life evolves. Our role is to ensure your plan continues to reflect your values and deliver meaningful results over time.