systems • craftsmanship • precision

how we do it

The Ethos Approach

The Differences That Make Your Experience Better

Clients hire Ethos because they want they want to make sure all of the bases are covered and there are no weaknesses or big gaps in their planning.

They want a friendly attorney with the vast experience and deep expertise to deliver excellence with a smile.

They want fixed pricing so they know their investment before we get started.

They want a clearly visible planning process instead of the traditional law firm black box.

They want a planning partner who listens first, sees the whole picture, and transforms complexity into a clear path forward.

And they want to know that their planning will stay current as their life changes.

We Begin With You

Before recommending strategies or preparing documents, we take the time to get to know you, your family, business, wealth, concerns, values, and aspirations.

Personalized Plan Design

We design a plan that is optimized for you and your unique needs. We don't give you a cookie cutter template and hope it works.

Fixed Fee Pricing

Fixed fee pricing means our billing is transparent. You will never get any surprise bills. We don't bill for every email and phone call. You know your total investment before we get started.

Visible Planning Process

You see progress in real-time as your planning moves through every step of our systematic planning process. You will know when each step is completed. And you will know exactly what's left to be done. No more law firm black box.

Holistic Planning

Most planning solve one problem at a time. We look at the whole picture and design a coordinated strategy. Your planning isn't piecemealed. It doesn't get fractured and out of alignment.

Advisor Coordination

We keep your financial advisor, insurance agent and CPA in the loop. They stay informed so that all of your planning is coordinated and aligned. They also see progress in real-time as your planning moves through our process.

Sophisticated Expertise

We have decades of experience and deep expertise in all of our planning areas. Coordination and integration across all planning areas produces planning that outperforms and better outcomes.

Ongoing EthosCare™ Stewardship

Life changes and laws change. Your planning needs to adapt. With ongoing EthosCare™ we keep your planning current as life happens. Not the typical "one-and-done" transactional planning that may not work when it matters.

the ethos process

Systematic, Transparent & Ongoing

Our systematic process let’s you see progress in real-time as your planning moves through every step of our systematic planning process. You will know when each step is completed. And you will know exactly what’s left to be done. It’s not a black box like traditional law firms.

After your plan is deployed, our unique EthosCare™ ongoing maintenance and development program maintains and updates your planning by monitoring for needed changes in laws or circumstances and continuously adapts your plan to align it with your life.

Ethos Systematic Process
Ethos Systematic Process - EthosCare
Ethos Systematic Process - Steps 1 & 2
Ethos Systematic Process - Steps 3 & 4
Ethos Systematic Process - EthosCare
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how we do what we do

What You Need, When You Need It

empathy & collaboration

  • This is not our plan, it’s YOUR PLAN. Our approach to planning is being your partner in discovering the value of planning strategies and implementing a plan that precisely fits your goals and dreams.
  • Our team prioritizes truthful intention, attentive listening, and thoughtful questioning to advocate for the futures of our clients and their loved ones.

integrity & commitment

  • You will have complete transparency and know your financial investment before we begin any legal work on your behalf.
  • We will always do what we say we will do when we say we will do it.
  • We are committed to periodically review and actively maintain your plan, just like periodic preventative car maintenance.

skill & innovation

  • Our team of 360° Protection Planners™ use an appropriate mix of the industry's latest state-of-the-art techniques, innovative proprietary strategies, and bespoke products to make the most powerful impact on our clients’ futures.
  • When helpful, we partner with trusted advisors of our clients, including CPAs, financial advisors, and insurance agents to ensure that their plan is a fully-integrated, end-to-end solution with all advisors being fully informed and engaged in coordinating the planning.

protection & preservation

  • We protect our clients’ legacies by providing a truthful solution that addresses fears of our clients and addresses hopes and aspirations for a better and brighter future.
  • We help clients preserve financial wealth as well as non-financial wealth by ensuring that their guiding values, wisdom, traditions and meaningful stories are preserved and passed onto the next generation.
continue your journey

Keep Your Planning Aligned with Your Life

Discover how EthosCare™ provides ongoing review, guidance, and support to keep your planning current as your family, assets, businesses, and goals evolve.

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