The Peridot Wealth Process is our way of bringing clarity, confidence, and purpose to your financial life—much like the Peridot stone itself, long recognized as a symbol of prosperity, insight, and harmony. We begin by understanding what matters most to you: your family, your career, your passions, and the future you envision. From there, we help you make decisions that feel right, intentional, and aligned with your values.
We use a process because your life is multidimensional. A clear framework keeps you focused on what is important and helps ensure your resources support the experiences and opportunities you want to create.
You’re the CEO. We’re your CFO.
• Your Role — Pursue what matters.
• Our Role — Guide, coordinate, prepare.
You are the CEO of your financial journey.
Financial independence means having the freedom to pursue what matters most to you.
As your wealth advisor, we serve as your personal CFO—helping you navigate your options, focus on what you can control, and prepare for life’s uncertainties. Together, we create a structure that supports both today’s decisions and tomorrow’s possibilities.
What We Can Control, Together
- Philosophy
Your plan comes together when all eight pillars work together. - Planning Strategy
Built through thoughtful collaboration. - Process
Through collaboration we create more than a financial plan—we create a relationship that can span generations.
The Eight Integrated Pillars
Your financial life — connected, coordinated, and aligned.
- Generational Wealth & Investment Planning
- Estate & Legacy Planning
- Managing Risk
- Structuring Cash Flow & Income
- Tax Planning
- Opportunities for Philanthropy
- Navigating Transitions
- Enhanced Value Services
Process, Where Partnership Meets Purpose
A process that lasts, a relationship that endures.
Steps:
- Discovery – Your story, values, and goals
- Design – Your strategy, aligned and comfortable
- Deployment – Putting the plan into action and adjusting as life evolves
