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Discovery | |
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Development | |
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Implementation | |
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Cultivation |
The Freestone planning process includes four stages: discovery, development, implementation, and cultivation. Your advisor is your guide. The following is an example that is illustrative of how we help our clients.
After a very successful 12-year career at a local software company, John* was considering retirement. He still enjoyed his work, but saw that he was spending too little time with his growing family, and even less time on his outside interests, including charitable activities. John was referred to Freestone and contacted us for assistance.
*"John" is not an actual client. He is however, very characteristic of most of our clients.