Our Process
COLLABORATIVE PLANNING FOR COMPLEX NEEDS
Our unique planning process, integrated and intergenerational, with comprehensive solutions, is designed to protect and grow family and business wealth.
FAMILY AND BUSINESS PLANNING STAGES
We take an intergenerational approach to plan for both families and businesses.
Each generation is currently in one of four stages of development: The Formative or Startup Stage, Accumulation or Growth Stage, Retirement or Maturity Stage, and the Distribution or Succession Stage. Each generation will typically go through the same four stages.
It is critical, then, that planning for a family or business considers the stage of development they are in and where they wish to go in the future. Our clients dream of seeing their children and/or successors do even better than they did by building on the foundation of their life’s work. The relationships we form “and the work that we do with our clients help them realize this dream.
INTEGRATED APPROACH
As a Feehan Financial Advisors client, you have access to our experienced team and the specialized resources of Northwestern Mutual.
Each generation is currently in one of four stages of development: The Formative or Startup Stage, Accumulation or Growth Stage, Retirement or Maturity Stage, and the Distribution or Succession Stage. Each generation will typically go through the same four stages.
We will work closely with you and your trusted network of professionals, including attorneys and accountants, to ensure your expectations are met professionally and efficiently, acting as your pilot or quarterback throughout.
PLANNING PROCESS
Our unique planning process and philosophy help our clients meet the complex needs of managing family and business wealth.
For new clients, we always start with DISCOVERY to understand client uniqueness, including their stage of development and dreams for their family or business. By listening and asking meaningful, relevant questions, we build a deep understanding of our clients.
We then explore, collaborate and DEVELOP solutions to help clients achieve their goals. Our process is forward-looking, helping clients evaluate decisions and solutions from different angles to benefit current and future generations.
With a decision made, we move to IMPLEMENT efficient solutions toward the personal and financial wellbeing of our clients.
Once each personalized plan is implemented, our process turns to monitor and EVALUATE to ensure it is carried out and continues to fit with the changing needs of the family or business.
The planning process is continuous
for your entire life.
"Plans are nothing.
Planning is everything."
- Dwight D. Eisenhower
SOLUTIONS
We bring a complete array of industry-leading solutions to our family and business clients to help them realize their goals and achieve their dreams.
Regardless of your stage of development, the challenges you face, or the dreams you are trying to realize, we are uniquely structured to provide the solutions your family or business needs.
*GROUP HEALTH SERVICES ARE OFFERED THROUGH AN INDEPENDENTLY OWNED AND OPERATED COMPANY THAT OFFERS COMPREHENSIVE EMPLOYEE BENEFIT SERVICES AND IS NOT AFFILIATED OR A SUBSIDIARY OF THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY.