Through a complimentary consultation we engage in an open dialogue about your goals, objectives, and concerns.
To complete this stage we set up a secure and confidential way for you to share information with us and extensively review that information.
As a result of our analysis we discuss a proposal which
Summarizes the challenges, concerns, and issues you shared with us initially and those we have discovered
Outlines our recommended solutions
Quantifies the benefits, costs, timeline to implement, and critical paths for each solution
Upon engaging MDL we coordinate with our Advanced Planning network and your advisory team to ensure timely implementation
Each custom solution will have its own set of ongoing management requirements. We will manage these processes on your behalf, as well as set a checkpoint schedule with your family/business advisory team to keep everyone on the same page.