Peak's How (this all works)

Peak's Menu of Services

Like all great plans, we begin with the end in mind. We plan with you for the long haul by listening to you and your goals and priorities. Then we work backwards. When we know what you honor, what you believe, what you desire, what are your hopes and dreams and passions, we start mapping.

  1. You communicate your life goals and time horizon (organizing and prioritizing the here and now)

  2. Peak creates a customized Tax-Smart financial plan and investment strategy (mapping your course)

  3. You confirm or nix or tweak Peak’s recommendations (confirming your course and speed expectations)

  4. Together we Implement your customized strategies (act at your speed)

  5. Monitor, reshuffle, rebalance, replace, rework as necessary (or maintain your pace on course) at least annually or seasonally if you choose the Seasonal Planning service model.

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