holistic + comprehensive
Our modality was developed to produce holistic and comprehensive financial systems.
As you move through the four phases, we will consider multiple attributes of your life that relate to making skillful decisions with your resources.
Our approach to understanding your subjective wellbeing was developed by an interdisciplinary team of social scientists, economists, financial planners, and data analysts.
Our proprietary methods allow us to take a snapshot of your current subjective experience and translate it into a visual representation. You can then identify the key attributes of your experience you want to support with your resources.
To bring about change or growth, you rely on your available resoures; financial, personal, and social. In this phase we explore the objective state of all three types of resources, allowing for the intentional and sustainable use of each.
By leveraging the expertise of your professional advisors we can design synergistic systems that employ a wide range of financial strategies including:
- Resource flow
- Asset protection
- Wealth transfer
- Insurance coverage
- Taxation planning
- Business strategy
Are you a financial professional? Join our Design Partner Program
Human Wealth™ creates a clear timeline and allows for collaboration between all your financial professionals; allowing for a smooth and cohesive implementation.