Our Process
Learn your needs
During the initial consultation, we take the time to understand you—your lifestyle, priorities, and specific needs. We’ll explore what matters most, whether that’s gaining back family time, streamlining financial tasks, or ensuring your personal assets are managed in your best interest.
You’ll learn about our range of services, the simple steps in our process, and answer any questions you might have. By the end, you’ll have a clear picture of what working with us looks like, and know exactly what comes next to begin streamlining your everyday.
Craft your plan
After your initial consultation, we’ll craft you a personalized plan. Our team gets to know the nuances of your life, identifying opportunities for greater efficiency and convenience. At the end of this process, we’ll have a finely tuned playbook, ready to streamline your life.
Start your journey
With your personalized plan in place, we seamlessly bring it to life during the onboarding phase. We gather documents, set up your communication preferences, and confirm the right professionals are on hand to serve you. From the start, every detail is thoughtfully set up so you can begin experiencing a smoother, more supported life from Day 1.
Regular check-ins
Once your plan is in motion, we stay by your side—listening, learning, and adjusting to your everyday. We’ll set up weekly check-ins to ensure we stay in sync with your life’s changes. As things ebb and flow, so does our support, ensuring we stay in lock-step with where you’re headed.
Continually improving
We’ll continually refine your plan. Our experienced team monitors your evolving needs to identify new areas of opportunity and anticipate potential challenges. This balanced, proactive approach ensures that your support remains tailored and responsive, seamlessly adapting as your life changes.
Relax. You deserve it
With everything thoughtfully arranged and continually managed, you’re free to focus on what matters most. Heritage ensures everyday responsibilities fade into the background, letting you embrace a life of greater ease and meaningful moments.
What you can count on
Enduring Value
We’ll ensure you get the most out of your dollar so that you can focus on the important things. We’re in it for the long haul too - spanning multiple generations to keep your family’s operations humming along.
Always Within Reach
Your time is valuable, and we’re committed to being there when it matters most. Whether you have a quick question or a pressing need, expect a thoughtful, timely response.
Assurance in Every Detail
With careful attention to the complexities of your life, we create a foundation of confidence. Every interaction is designed to alleviate worries, so you can embrace each day with ease.
Built on Trust
Our relationships are rooted in honesty, discretion, and clear communication. We earn your trust by consistently acting in your best interest, every step of the way.