15707 Rockfield Boulevard,
The Sherpa Expedition is our unique, 3-phase wealth management process using 7 interdependent life dimensions to build a financial blueprint and impact action plan in conjunction with a professional team of advisors.
Through this disciplined and consultative wealth management process, we work collaboratively with other professional advisors - including attorneys, CPAs and insurance specialists - to address a broad range of challenges and opportunities unique to your family. Together we consider all aspects of your financial affairs across seven interdependent life dimensions as we discuss areas such as your social relationships, family structure and dynamics, emotional health, hobbies, future income potential, businesses or real estate you own, tax/estate/insurance concerns and desire to make an impact with your time and money. This coordination is an important, though frequently overlooked, component to achieving financial success and is what can make working with Sherpa unique and more effective.