Our Process

We believe that protecting and building toward your wealth goals requires more than a casual "One-size-fits-all" product or a run of the mill plan.

That's why Michael put together his 5 Step Process to individually "Stress-Test" your plan to search for risk-related red flags and missed opportunities that could help you reach your goals even faster.

The Gold Family Wealth Process

01 In-Depth Discovery

Together we will create a clear picture of your desires, goals, and what keeps you up at night so that we can determine the appropriate road map from where you are to where you want to be.

02 Comprehensive "Stress Test" Evaluation

This comprehensive evaluation searches for red flags that leave you exposed to unnecessary risk, and seeks out missed opportunities that could help you reach your goals...even faster.

03 Evaluation Results & Recommendations

Together we go over the results of your evaluation and give you the exact road map for how we would address your "red flags". After, strategies are then put into place to rectify and take advantage of the missed opportunities and gaps we discovered in your plan.

04 Implement Your Plan

Once you have your road map and recommendations, it's yours to do whatever you want with. There is zero-obligation. You are free to take them to your current advisor, or implement them yourself. If you decide you would like to trust Michael and the Gold Family Wealth team to handle the implementation, we are happy to serve you.

05 Your Progress and Refinement

“Life is in a constant state of flux”. Changes in your world could mean your plan is outdated or no longer in alignment with your goals. You need to take action, and we are here to provide you guidance, counsel and advice to help you address new challenges and re-align your plan with your goals when the landscape in your life shifts.

This approach helps uncover latent needs that people don’t even know they have.

These usually prove to be quite substantial, so failing to identify them regularly results in subpar wealth plans with poor results.

The multitude of strategies and financial products are ineffectual if they don’t help you achieve your aims. As part of being attentive to the “human element” we are able to clearly explain what is being recommended and how the solutions will potentially give you the desired results.

By developing this personalized “Total Client Profile” and by “Stress Testing” your existing plan we are also able to reveal whether your plan is working how you intended it to or if there are gaps, red flags, or missed opportunities.

Next, we strategically leverage our high-caliber private wealth professional network to identify the appropriate experts, providing you an even more thorough evaluation of your current course of action and help deliver state-of-the-art solutions coordinated amongst all the moving parts of your life.