The Innovation Horizon.
Navigating complex financial ecosystems and family dynamics becomes clear when alignment of vision, values, and goals are established. Simply put, what’s your vision for an ideal future, and what are your guiding principles for getting there?
The Innovation Horizon guides us through the four quadrants of Discovery to achieve Clarity, Innovation to achieve Action, Execution to achieve Results, and Management for ongoing Confidence and Peace of Mind.
01. DISCOVERY
We begin with a deep dive to get to know you — what’s important to you, how you envision your future, your guiding principles, values, and priorities. Your Why.
Outcome: Clarity
02. INNOVATION
Creative and design integrated solutions help achieve your financial and personal goals, taking into account your priorities, financial ecosystem, and tolerance for complexity. Your How.
Outcome: Action
03. EXECUTION
Following the plan crafted during Innovation, we work with and oversee the various stakeholders, and professionals, timelines, and task completion for a comprehensive execution that leads to real results.
Outcome: Results
04. MANAGEMENT
Life is not linear, neither is your plan. To ensure the plan and execution are aligned to your vision and values, we continuously measure and manage progress and successes – making adjustments along the way.
Outcome: Confidence and Peace of Mind
How we help.
Business Strategy
Your business is often your most effective wealth creator, as well as your highest concentration of risk. Do you have strategic advisors that align your growth and exit plans while accounting for risk to your business as well as your family?
Real Estate Succession
Real Estate assets are often core to wealth accumulation. Do you have systems for managing risk, and are you prepared to transition these to your spouse or heirs?
Family Transition
The transition of wealth and responsibility to future generations can be one of the greatest challenges your family will face. Have you considered the impact of your plan on generations to come?
Giving Strategies
Giving carries the potential to be a transformational experience. Are you clear on the strategy and purpose for your giving, optimizing the impact for both your family and the causes you care most about?
John Wheeler, co-founder, discusses how Akili Strategies helps achieve financial goals.
