Process Step 1

Request an Introduction

By requesting an introduction, our team will call you and spend fifteen minutes discussing what you're looking to accomplish and whether our firm is a good solution for you.

• You'll leave this call knowing our process and have any of your initial questions answered.
• If it makes sense for us to continue the conversation, we’ll move to Step 2.

Process Step 2

In-Person (or Virtual) Meeting

During this meeting, we discuss tangible opportunities to help you optimize your investments, lower your future taxes, and hone in on your legacy goals.

• We'll request certain documents (tax return, statements, budgets) beforehand to aid in our conversation.
• We encourage both spouses to attend to be a part of the process.

After the meeting, you can decide if Birchwood is a good fit for your situation. There's never a "hard sell" or any pressure to move forward with us.

Process Step 3

Welcome to Birchwood!

You've decided to come on board, so we'll begin our 3-phase 'Blueprint' process with you. It is a process-driven approach to help you manage your family wealth.

Roots | Cash Flow & Wealth Alignment

Your wealth exists to support the life you want to live - not the other way around.

• In this first strategy session, we’ll develop a comprehensive understanding of your financial life, including earned income, portfolio income, spending needs, charitable goals, and future capital decisions.
• Together, we’ll evaluate how your assets support your desired lifestyle today while preserving flexibility for the future.

This becomes the foundation for every planning decision that follows.

Sequoia | Investment Strategy & Tax Optimization

Once we understand your cash flow needs and long-term objectives, we can determine what your portfolio needs to accomplish, and just as importantly, what it does not need to do.

• We’ll build a thoughtful, evidence-based investment strategy designed around your life, not market speculation.
• We’ll also analyze opportunities to improve after-tax outcomes through portfolio structure, withdrawal sequencing, asset location, Roth conversion analysis, and other advanced tax planning strategies.

Our goal is to simplify decision-making while improving long-term outcomes.

Canopy | Risk Management & Estate Coordination

Significant wealth introduces complexity - and complexity creates risk.

• In our final strategy session, we’ll review your insurance coverage, liability exposure, and broader risk management framework to ensure your wealth is properly protected.
• We’ll also evaluate your estate planning documents and coordinate how your trusts, beneficiaries, tax considerations, and legacy goals work together.

The objective is clarity: ensuring every piece of your financial life is aligned, intentional, and coordinated.