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Discover, Dream, Design, Deliver

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Our Proven 4-Step Process

We help you Discover, Dream, Design and Deliver wealth management and succession plans. Our comprehensive four-stage process has proved to be effective in helping clients develop the right financial, business and stewardship plans that allow major life transitions to happen with greater confidence and peace of mind. Each stage builds upon the other and deepens our understanding and ability to serve your situation and needs. You will receive deliverables, feedback, and commitment at every stage. Finally, as we know, circumstances change over the years; our process is very responsive to new developments in your life.


1


Discover: We conduct an in-depth discovery process through interviews, questionnaires, assessments, and information gathering to fully understand and document your current wealth scenario. Because we address the human aspects of wealth management, we gather information about your family, employees, faith, etc, in addition to the typical financial data. We interact with you and anyone else you feel should contribute to the process.

2


Dream: We walk with you through a process of considering your future vision and goals for each aspect of your stewardship journey – your wealth, business, lifestyle, and philanthropy. We seek to understand your hopes and dreams for your own lives, your loved ones and important charities. These visions and goals provide the basis through which we analyze your information and provide observations and recommendations.

3


Design: Equipped with all your goals and information, we design actionable plans that serve to optimize your family wealth objectives while minimizing the risk to you and your family. Our team of professionals will develop plans, processes and structures to protect and manage your wealth according to your objectives, and sustain its value through successive generations.

4


Deliver: We partner with you and your family to deliver the plans we’ve made. We’ll work with you and your professionals to ensure all legal, financial and organizational aspects are successfully implemented. Once executed, we’ll proactively monitor and maintain your plans on an ongoing basis and respond to new information.

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The Birkman Method®

Covenant uses The Birkman Method® as a key tool throughout the planning process. The Birkman Method® is the industry-leading personality assessment that facilitates team building, executive coaching, leadership development, career and talent management and interpersonal conflict resolution. For over 50 years, corporate human resources professionals, independent consultants, executive coaches, educational institutions and other not-for-profit organizations have used The Birkman Method® with over 2.5 million individuals. The Birkman Method® personality test accurately measures productive behaviours, stress behaviours, underlying needs, motivations and organizational orientation.

Family. Wealth. Harmony.®

Covenant Family Wealth Advisors' certified financial advisors and business succession planning experts help guide families through the technical and emotional aspects of managing wealth, estate planning and business succession. Our experienced financial management team uses a Christian perspective that is rarely found in traditional financial planning, and we work closely with you to develop a personal Holistic Stewardship Plan that encompasses financial planning, estate planning, family business transition and philanthropy.

Biblical Perspective

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