How We Do It

Our comprehensive wealth management experience is designed to align your financial life with what matters most to you and your family.  

Here's an overview of our process:

Step 1: LifeMap Discovery. This one-hour consultation is an introductory conversation designed to familiarize you with Palmetto Coast and our service offering, and to discuss all that is important to you financially. We will also gather information necessary to assess your financial position. If we feel we can add substantial value to your situation, we may suggest a second meeting - the Investment Plan Meeting. 

Step 2: Investment Plan. We will present an initial investment plan and Investment Policy Statement (IPS) based on the information you provided at the Discovery Meeting. This plan will serve as a roadmap intended to try and maximize the probability of achieving everything that is financially important to you. 

Step 3: Mutual Commitment: Our Mutual Commitment Meeting is where we formally agree to take the next step and work together. We'll execute the documents necessary to implement the investment plan and move forward with designing your financial plan. 

Step 4: Financial Plan: We work with experts in various fields such as CPAs/accountants, estate attorneys, insurance specialists, and other professionals to create a comprehensive financial plan. Your financial plan creates the context for your long-term strategy and the structure for every financial decision you make.

Step 5: Progress Meetings: Once your plan is in place, we'll set up regular progress meetings to ensure all the pieces of your plan continue to work optimally, moving you closer to your goals.

If you want true customization and personalization, you've come to the right place. Our services fall into three broad categories:

Financial Planning


Investment Management


Financial Consulting