Wealth management that begins with you – Not your money
OUR THREE-STEP PROCESS
APPRAISE
When we begin developing your financial plan, we start with an assessment of your risk, cash flow, taxes, and spending wants and needs.
OUR TRUSTED PARTNERS
Motivated Only By Your Success
Because we are employee-owned and operated, our only loyalty is to you, the client. We are strongly against pushing products for the sake of making a sale. We do not fit clients into small boxes so that they are easier to manage. Our team is dedicated to being bespoke, and as a result, we will work tirelessly with a client to ensure that they have the ability to achieve each and every one of their financial goals.
As a firm that is highly focused on tech, we have developed a time-tested process with our tools to help create solutions that are tailored to fit your individual needs in a clear, educational, and efficient way.
ARROWROOT FAMILY OFFICE SERVICES
FINANCIAL PLANNING
WEALTH MANAGEMENT
FAMILY OFFICE SERVICES
OUR APPROACH
THE PLANNING PROCESS
GATHER
The first step in our process is to learn about you, your goals, and your specific concerns. By asking a lot of questions, gathering data and important information we can begin to get an understanding of your finances. We will review important documents like employer benefit statements, tax returns, investment statements, and legal documents. This gives us a deeper understanding of your unique financial situation so we can devise a plan to move you forward.
ANALYZE
We take this information and do an in-depth review utilizing several financial tools. We back test performance, and provide projections to see if your financial plan is on track. In addition, we will do stress testing to look at what could potentially take your financial plan off track. Finally we develop concrete recommendations for your implementation strategy.
STRATEGIZE
The next meeting is our strategy session: we will present our findings, make adjustments as necessary and share with you an implementation plan. You will have an outline of how you can implement your financial plan with concrete action items.
IMPLEMENT
At the end of the strategy meeting, you will be armed with our recommendations and an implementation plan. Most clients elect to implement this plan with an Arrowroot family Office advisor. You can also implement your plan with your current advisor’s or on your own.
MONITORING & SERVICE
Clients who implement with us will choose a level of service within our service model. No cookie cutter pricing program for us. We feel that clients should decide the level attention they want from their advisor and pay only for the services they need. That is why we have priced our services based on the time and cost of managing your portfolio instead of assets under management. We feel this is a fair process and the most transparent method of compensating your advisor.
Helping you achieve your evolving financial objectives
You’ve worked hard to establish your wealth and build a bright future for your family. Arrowroot Family Office is a multidisciplinary group of advisors, who work collaboratively with high net worth individuals, entrepreneurs, families, and family offices to achieve their goals. Your success is our purpose.
-Rob Santos
Arrowroot Family Office CEO