Cover
Phase 1 Equips
Begin with a Free Session
Clarify Your Vision
See a Report Card
Quantify Benefits

PHASE 1 SERVICES

Which of 200+ Services, 300+ Planning Tools,
and 400+ Wealth Counseling Books Can Best
Help You Realize Your Vision?

Evaluate Options Efficiently and Cost-Effectively
During Phase 1

Phase 1 1. Family Wealth Statement
2. Financial Check-Up
3. Value Proposition letter
Phase 2 4. Tactical plans
5. Comprehensive Wealth Blueprint
Phase 3 6. Implementation Documents
Phase 4 7. Annual Updates
   
 

Family Office Services
4590 MacArthur Blvd.
Suite 175
Newport Beach, CA 92660
800.447.7090 Office
877.447.7090 Direct
866.447.7090 Fax
© Tim Voorhees, 2002-2017