Our Client Process

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[/vc_column_text][qode_workflow animate=”yes”][qode_workflow_item title_tag=”h5″ subtitle_tag=”h5″ subtitle=”When life provides a roadblock, we provide a plan. ” text=”Our carefully selected team remains steadfast during turmoil, providing our clients with unbiased and relevant advice. When we founded Viridian, we sought to untangle the web of complexities individuals and businesses face when developing a long-term financial plan. Guided by the desire to provide clear and concise advice, we strive to provide a path for our clients to live the life they desire without unnecessary risk.” image=”4421″][/qode_workflow][/vc_column][/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” padding_top=”50″ padding_bottom=”25″][vc_column width=”1/6″][/vc_column][vc_column width=”2/3″ css=”.vc_custom_1503084158010{padding-right: 40px !important;padding-left: 40px !important;}”][qode_interactive_icon_showcase autoplay_interval=”9000″][qode_interactive_icon_showcase_item icon_pack=”font_awesome” icon=”fa-list-ul” title_tag=”h4″ title=”FINANCIAL PLANNING” text=”It begins with a conversation. At Viridian, we examine and uncover the various challenges that individuals and businesses will face to reach their desired lifestyle while minimizing the amount of risk and volatility. The very first step in our process is helping clients formalize their vision by setting expectations and creating a structure for pursuing these goals. In any analytical process, the challenge is taking the ‘soft’ pieces of the puzzle and quantifying them into ‘hard’ measurables representing milestones of achievement. No one reached the moon without a plan.”][qode_interactive_icon_showcase_item icon_pack=”font_awesome” icon=”fa-home” title_tag=”h4″ title=”ESTATE PLANNING” text=”Some think it’s for the rich, others view it as a gift, some see it as their legacy, and others only see a potential tax liability. At Viridian, we view the estate as an element in a plan, another piece of the puzzle, another step to get you through to your goals. Throughout the financial planning process, we identify key areas of concern for estate challenges and work with either your personal estate attorney or an attorney in our collective referral network to iron out the specific details of your estate plan.”][qode_interactive_icon_showcase_item icon_pack=”font_awesome” icon=”fa-money” title_tag=”h4″ title=”TAX PLANNING” text=”The best laid schemes of mice and men often ignored the taxes. We don’t. While conscious of the role taxes play in any long-term planning, we never want the tail to wag the dog. By developing and managing our own internal tax planning team in house we help to analyze and provide alternative routes to find the most efficiency within your overall plan. We are one of the very few who can provide all this under one roof.”][qode_interactive_icon_showcase_item icon_pack=”font_awesome” icon=”fa-line-chart” title_tag=”h4″ title=”INVESTMENT MANAGEMENT” text=”We view investments as the execution of your goals. Having spent time crafting your plan that adapts to your windfalls and roadblocks, we put that plan to work in our hand tailored portfolios. We encourage you to speak with us to learn more about our capabilities and process.”][qode_interactive_icon_showcase_item icon_pack=”font_awesome” icon=”fa-life-ring” title_tag=”h4″ title=”INSURANCE PLANNING” text=”Viridian works closely with your insurance professional to ensure that coverage is a balance of liability protection and asset preservation. There is a delicate balance between what is appropriate coverage and where opportunities lie to balance risk. “][qode_interactive_icon_showcase_item icon_pack=”font_awesome” icon=”fa-gift” title_tag=”h4″ title=”CHARITABLE GIVING” text=”Giving is a great part of estate planning, wealth transfer, or legacy planning. Charitable giving can most certainly begin early as there are advantages to many donor advised fund vehicles, creation of trusts, or simply a gift for tax planning purposes.”][qode_interactive_icon_showcase_item icon_pack=”font_awesome” icon=”fa-heartbeat” title_tag=”h4″ title=”HEALTHCARE PLANNING” text=”As we live longer the needs of support for our health become that much more of a concern and potential asset depletion. Careful planning for these needs is a difficult process of balancing potential future health issues with longevity in our modern age. Getting older does not necessarily mean that the quality of life must diminish. We work with our clients to ensure a balance is achieved and discussions with crucial family members, trusted representatives and advisors takes place.”][qode_interactive_icon_showcase_item icon_pack=”font_awesome” icon=”fa-calculator” title_tag=”h4″ title=”BUSINESS PLANNING” text=”Congratulations, you’ve built and run a successful business which has created significant value to you and your family. Exit planning is a difficult and generally once in a lifetime event. We help business owners with succession planning, generational planning, and the buy/sell process. “][/qode_interactive_icon_showcase][/vc_column][vc_column width=”1/6”][/vc_column][/vc_row]

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