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Our Process

As financial professionals, we start by listening – and keep listening. We never lose sight of the fact that it’s your life, your loved ones, and your legacy – and nothing is more personal or more important to you.

Just as an architect develops a blueprint that guides the building process, we also develop a master plan that evolves with your life and is implemented throughout all of the financial stages from accumulation and conservation to distribution and preservation.

Step 1 - Discover

What keeps you awake at night? What makes you smile?
We spend time getting to know you—your dreams, fears and
what drives your financial decision-making process.
Understanding you is our first step.

Step 2 - Organize

We help you track all of the financial facts of your life and organize them in one place. NPC is an authorized user of The Living Balance Sheet®, an electronic wealth organizational platform that provides a wide-angle view of your financial world and enables us to stress test your current financial approach.

Step 3 - Analyze

We analyze the risks in your business and personal worlds and recommend appropriate protections. Our holistic approach enables us to identify the costly redundancies and potential synergies in your finances, and help you minimize risks, tax strategies,* and costs and build wealth and protection.

Step 4 - Implement

With wealth comes complexity. We work with you, your attorneys and accountants, and with our insurance and investment professionals to coordinate the implementation of your plan.

Step 5 - Track, Update & Review

Births and deaths, marriage, divorce, illness, world events—any of these can quickly change the financial picture. We constantly monitor your finances, so that we can adapt and fine-tune your strategies for the best results no matter how your life and the world change.

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