Discover The Salient Way | About Salient Wealth Solutions Group

Making The Salient Choice

In life, we find that the real truth, the purest truth, isn't always the most obvious. Decisions can be muddled by all sorts of factors - advice, the media, family issues, business issues. The sheer number of things to consider can cause us to bypass considerations altogether.

We find ourselves so busy wondering whose vantage point is right; we forget to notice that none of the points are actually ours. External forces and outside factors come at us wanting decisions. All we want to do as humans, as fathers, mothers, grandparents and professionals, is to stand in our own shoes and walk in the direction that's right for us.

It's not about the next greatest idea, it's about which idea is great for you. Approached in this context, the choices become strikingly clear, noticeable, calmly apparent. It finally feels so obvious, there's a part of you that can't believe you didn't see it previously. That's when you know you've made the right choice, the Salient choice.

Our firm’s philosophy centers on holistic financial planning, prioritizing client service above all else. We are committed to collaborating closely with clients and their key advisors to develop and implement creative, proactive strategies that achieve the most important objectives for their entire family.

1. Discovery & Data Collection

We begin by understanding what is most important to you and gathering preliminary data on your entire estate, including real estate, business ownership and structure, estate and legacy planning, retirement assets, bank assets, cash flow, and surplus cash flow.

2. Initial Recommendations & Engagement

Next, we identify immediate opportunities for improvement and explain our fee structure, which includes planning fees, implementation costs, and post-plan engagement. If you choose to proceed, we also discuss potential introductions to families similar to yours.

3. Comprehensive Data Organization

We then conduct a thorough data collection process, organizing all information into eMoney. This is followed by a data confirmation meeting to ensure accuracy.

4. Strategic Planning & Visualization

In the "Try-On" meeting, we explore various "what-if scenarios" to visualize the achievement of your goals. This helps us agree on a forward strategy and define your success criteria.

5. Implementation & Ongoing Monitoring

We implement the agreed-upon strategy and put it into motion. As your plan, life, and family evolve over time, we will adjust and adapt to those dynamic changes.

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