Our objective is to simplify complex situations

First contact We're interested to learn how we can help and discuss a possible fit

Discovery We'll work together to identify your goals and objectives and collect data for analysis

Base case We develop your base case plan and assess the strengths and opportunities

Iterations We'll simulate alternatives and changes that may have broad impacts on your plans

Try on This is a phase rather than a step that gives us a 12 to 18 month opportunity to connect for a deeper dive into plan layers and nuances

Ongoing The SkyBlue Wealth Method is a long-term cycle that repeats. Internal or external change will happen. We will be proactive and adaptive in updating your course