McAdam’s Advanced Advisory Model ™

LRVS uses the McAdam’s Advanced Advisory ModelTM that integrates all three areas of financial planning: the financial, the personal—and the professional. With our advanced knowledge and deep experience with professionals and their challenges and opportunities, we help you make the most informed decisions at each step and provide you with a whole new level of clarity and control.

Financial Planning Process

Introductory Meeting

We start our process with an introductory meeting where we can get to know each other, and determine if our services are a good fit for your situation.

Discovery Meeting

An opportunity for us to ask detailed questions, discuss financial goals, opportunities, threats, and potential strategies.

Plan Presentation

We will present a plan based on your goals and our recommendations. You will have an opportunity to ask questions or express concerns.

Finalize & Implement

Final plan is set! If applicable, accounts are moved and final steps are taken, single sign on account access.

Systematic Reviews

Depending on your plan, we meet regularly to review plan and edit as needed. No matter what, we are always available to chat!

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