- Initial analysis of the situation of the family, estate, resources and needs over different time periods.
- Analysis of savings, expenses and investment.
- Analysis of assets and liabilities.
- Identification of life and financial goals.
- Establish a short, medium and long-term Wealth Plan, according to the goals agreed.
- Implement the Life Wealth Plan.
- Follow-up and review.
- Follow-up meetings with the family.