Strategic Planning

Strategic Planning

Comprehensive and Dynamic Planning

Comprehensive and Dynamic Planning

The fundamental first step in our wealth management program is to craft a comprehensive financial plan tailored to the goals and circumstances of each client. That’s why every client relationship at Minot begins with a conversation.

Minot team having a meeting at desk in conference room

Together, we will review all of your current financial information, family and professional dynamics, then talk about what you want to accomplish today, tomorrow, and for the next generation. From there, we will build a multidimensional plan with elements to provide liquidity, growth and a secure legacy for your family and the institutions you may wish to support.

You will have 24-7 access, through a secure dashboard, to a clear report showing every asset in your portfolio, your balance sheet, and cash flow. We have designed this approach to wealth management to help you make informed decisions in alignment with your short-term and long-term objectives.