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Our objective is to simplify complex situations

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Our process should feel like a layered conversation

The SkyBlue Wealth Method

01

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

02

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

03

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

04

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

05

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

06

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

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