Approach Philosophy Ask the Right Questions Some financial service companies claim to have all the answers. Our experience leads us to focus instead on asking the right questions, such as: How did you get where you are and where are you going? How do you define success? How will you protect what you’ve built, the people you love and the causes you’re passionate about? Have you prepared your family to handle the wealth you’ve created? How do you view and prioritize money? What is the relationship between money and your core values? What do your choices say about you? How much is enough? How do you want to be remembered? Holistic Plans Strategic planning for long-term challenges requires a firm grasp of the big picture. A dis-integrated approach can easily result in unnecessary complexity, redundancy and gaps. We spend time at the 30,000 foot level to understand all of the moving parts and then work with our clients and their team of advisors to identify & address flaws as shortcomings in their current plan. Long-Term, Multi-Generational Relationships We feel clients are short changed when they are viewed through the lens of “making a sale,” rather than seen as valued long-term clients. At Bush & Company, you will always be treated like a person — never a transaction. To that end, we work to develop mutually beneficial, long term relationships with each of our clients and their family members. Collaboration Is Key Siloed approaches to complex situations rarely work long term. In our experience, the best outcomes are achieved through an ongoing dialogue between our clients, ourselves and a carefully chosen team of specialists. Diversity of perspective, skill sets and experience promotes creativity and best practices and helps to ensure that all of the bases are covered. Complex family or business situations, with siloed advisors who don’t connect, often have flawed plans and can actually cost more. Accountability Even the best intentions and tactics aren’t worth much without accountability. At Bush & Company, we take outcomes seriously and hold ourselves, our teammates and our clients accountable to execute the strategies created. This involves: Clear communication with all parties Defining concrete action steps Assigning responsibility for execution Addressing the psychology of avoidance Measuring and monitoring outcomes Process Relationship Development: We get to know you, your family and your business (as applicable), with the goal of understanding your values, goals and motivations. Discovery: We conduct a thorough review of your existing business, financial and estate plans. Gap Identification:: We identify and address gaps (or excesses) that may exist in your current plan. Teamwork: We bring together specialists from the required disciplines who share your values, communicate clearly and work well as a team to support your goals. Strategic Planning and Implementation: The essence of our value proposition is that we help people develop a strategic approach to realizing their business, retirement and family goals and, on an ongoing basis, oversee and assist in the implementation of the tactics involved. Ongoing Monitoring: After the initial implementation has been completed, we remain in touch with our clients and other team members to help ensure things are going according to plan and/or adjusting as outcomes and changing goals require.