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The LUX 4D Planning Process

OUR 4D PLANNING PROCESS

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Imagine your future without limitations.

  • What would your life look like?
  • What are your biggest goals and deepest aspirations?

Our team crafts your fully customized plan and stress tests potential pitfalls.

We examine all scenarios to create an optimized strategy built to stand the test of time.

With opportunities identified and risks exposed, we create a roadmap to ensure you're maximizing your wealth, and protecting what you've worked hard to achieve.

Our team works collaboratively as your accountability partner to manage results. We will adjust your plan as your priorities shift and your dreams become larger than you ever thought possible.

Imagine your future without limitations.

  • What would your life look like?
  • What are your biggest goals and deepest aspirations?

Our team crafts your fully customized plan and stress tests potential pitfalls.

We examine all scenarios to create an optimized strategy built to stand the test of time.

With opportunities identified and risks exposed, we create a roadmap to ensure you're maximizing your wealth, and protecting what you've worked hard to achieve.

Our team works collaboratively as your accountability partner to manage results. We will adjust your plan as your priorities shift and your dreams become larger than you ever thought possible.

WHAT TO EXPECT

Tailored for entrepreneurs and seasoned professionals, our virtual family office offers
comprehensive personal financial planning, business planning, investment analysis
(including employer stock), tax efficiency strategies, and legacy planning (vision, values,
and estate.)

PLANNING COMPONENTS

EXECUTIVE SUMMARY

PROTECTION PLANNING

ASSET & LIABILITY MANAGEMENT

CASHFLOW PLANNING

TAX EFFICIENT STRATEGIES

INVESTMENT AUDIT

ESTATE PLANNING

COMPANY STOCK PLANNING

BUSINESS PLANNING

INITIAL AND ONGOING CONNECTION

  • Discovery Meeting
  • Clarity Meeting
  • Planning Meeting
  • Follow Up Meeting
  • Wrap-Up Meeting
  • Check-in Meetings

BECOME A CLIENT