Our VALUE Process

Successful businesses require great processes – and the same is true for successful families. At Spurstone, our comprehensive approach starts by employing a diagnostic advisory process that involves establishing your family vision. Through this process, we seek to understand your unique family needs, evaluate concerns and formalize goals to serve as a basis for all future action.

Next we assess your current financial position to determine how our team can best add value to your family over time. We evaluate portfolio, compensation, tax, insurance, risk and estate strategies that may help your family in pursuing its goals. Then we develop a highly personalized strategy and work closely with your family to execute. This in-depth process can be summed up by the acronym VALUE:

Vision

We will focus on who you are and how you envision your family’s financial future. We will help identify specific family goals and arrange them by timeframe and priority.

Assess

We will assess your family’s financial, human and intellectual assets to uncover the risks and opportunities presented by each.

Learn

Following risk assessments, we will guide you and your family in learning about different strategies designed with the objective to mitigate risk and increase growth.

Unite

We will unite your family’s financial goals with the most prudent strategies available to address those goals in an efficient manner.

Evaluate

We will continue to evaluate your family’s assets to help you anticipate and deal with life’s inevitable changes. We are prepared to proactively address anticipated and unanticipated obstacles and ready to provide strategies for adjusting your life and wealth programs to ensure they continually support your family narrative.