Financial Planning
A living plan built around your whole life — the Veritas Roadmap for wealth that funds who you truly are.
The Veritas Roadmap is our financial planning approach — designed to help you live authentically and align your wealth with your true self.
Veritas, from the Latin for truth, is the heart of it: a personalized roadmap for your wealth journey, built to fund a life that genuinely reflects who you are. Affluent families require sophisticated strategies that address the complexities of cash flow management while achieving long-term goals — so we model your possibilities in eMoney, a premier planning platform, with precision, foresight, and a focus on purpose.
True affluence extends beyond financial success. Our planning process integrates wealth management with the eight aspects of holistic living, creating a harmonious balance that enriches every facet of your life.
With the Veritas Roadmap, you navigate your wealth journey with confidence and clarity.
Our process, in five steps.
Discover
We begin by exploring the rich tapestry of your life — your relationships, experiences, and passions. Through our signature discovery process, including a detailed family genogram, we gain deep insight into your personal narrative and align your financial resources with your values across all eight dimensions of holistic living.
Holistic integration: this phase addresses your emotional, social, and spiritual well-being by understanding the connections that matter most to you.
Set goals
Together we define and prioritize your objectives with precision and clarity — multigenerational wealth transfer, philanthropic impact, a prosperous retirement — quantifying your aspirations into achievable milestones.
Holistic integration: we consider how your financial goals support your occupational, environmental, and intellectual growth.
Plan
Our team creates your comprehensive Luminous MasterPlan, incorporating sophisticated probability analysis and establishing your Investment Policy Statement. This living document serves as a strategic framework for disciplined decision-making, an emotional anchor during market volatility, and a unified reference point for your entire wealth management team.
Holistic integration: your plan addresses financial security while supporting physical wellness and environmental consciousness through aligned investment choices.
Implement
We put your plan into action using evidence-based strategies, partnering with respected institutions like Dimensional Fund Advisors and Vanguard — strategic portfolio construction, appropriate legal structures, tax-efficient integration, and security through independent custodial relationships.
Holistic integration: implementation considers how wealth can enhance every aspect of well-being, from supporting health initiatives to funding meaningful experiences.
Manage
Our commitment extends far beyond implementation. Through regular formal reviews and informal check-ins we monitor progress toward your goals, adjust strategies as your life evolves, coordinate with specialists in tax, legal, and estate planning, and bring proactive solutions to emerging opportunities and challenges.
Holistic integration: ongoing management ensures your wealth continues to support your evolving needs across all eight aspects.
Tailored to your unique journey.
Each client’s financial journey is unique. By combining eMoney’s robust analytical tools with our expertise and insight, we craft bespoke strategies as dynamic and multifaceted as the lives our clients lead. This dual focus on cash flow and goals-based planning meets the complex needs of the sophisticated families we dutifully serve.
In partnering with us, you embark on a wealth journey guided by thoughtful planning, strategic foresight, and a commitment to realizing your authentic life goals — supported by cutting-edge technology and unwavering fiduciary care.
Your entire financial life, in one place.
eMoney serves as an integrated platform that brings clarity and organization to your financial landscape. Clients gain access to a dynamic wealth portal — a central hub to view and manage the whole plan:
Financial planning
A detailed, interactive blueprint aligning your cash flow and goals, so every financial decision supports your broader vision for the future.
Budgeting tools
Sophisticated yet user-friendly features to track spending, analyze cash flow, and maintain control with ease.
Portfolio management
Real-time insight into your investments, enabling informed decisions and strategic adjustments as markets and circumstances evolve.
Document storage
A secure repository for critical documents — essential information organized and accessible whenever needed.
Net worth statements
A clear snapshot of your overall financial health, aiding the evaluation and adjustment of your wealth-building strategy.