What to Expect
With our Harbor View Process, we partner as fiduciaries with a select group of accomplished families, executives, and business owners who seek to bring clarity, structure, and purpose to their wealth. Our role is to simplify complexity—aligning every financial decision with what matters most to you, your family, and your legacy.
Through a highly structured process, thoughtful planning and disciplined execution, we help you navigate life’s transitions with confidence—whether you’re growing a business, preparing for retirement, or guiding the next generation. Our clients don’t outgrow our process—they grow within it, as their wealth, lives, and ambitions evolve.
Initial
Fit Meeting
Discovery
Conversation
Planning and
Implementation Meeting
Consistent
Value Touchpoints
Annual Total
Client Profile Review
Initial Fit Meeting
- Establish relationship fit and expectations
- Clarify values, concerns, and vision
FORM Discovery Conversation
- Deep dive into family, occupation, recreation, and money
- Gain a thorough understanding of your needs, resources, and goals
- Understand emotional drivers and decision-making framework
Planning and Implementation Meeting
- Present custom financial plan, investment strategy & other recommendations
Mid-Year Value Touchpoints
- Proactively demonstrating ongoing value through consistent communication as your life and the markets evolve
Annual Total Client Profile Review
- Review goals and update planning strategies, as appropriate
- Address estate, tax, business, or family planning changes