The M+ Method

Organize + Analyze

Combined wealth + business interests can get overwhelming

We can help you understand where your assets are and how they connect.

Prior to engaging M+, our clients often have difficulty seeing how their personal finances and business interests can overlap to create efficiencies + opportunities. Our detailed discovery process provides much-needed clarity.

This search reveals critical information that allows us to design + pursue new strategies. During this segment of our work, it’s not uncommon for us to find positional strengths to leverage and weaknesses to address.

Full clarity is essential when you have numerous complex financial interests.

The M+ Approach

The M+ Approach

How we Build Relationships

Every M+ engagement requires two attributes: shared knowledge + trust. We work closely with our planning clients by getting to know the intricacies of their personal and professional lives from the inside out.

This happens through conversations. Shared stories. Access to financial history. Alignment around beliefs + values. Business assessments. Discussions about the past, and more importantly, the future.

That’s the start of our planning. Then, we organize.

Organize

Organize

Get It All Into The Open

Our work demands a complete understanding of every aspect of a family’s finances and lifestyle.

Time passes and assets evolve, but the need to see the full picture should always remain a priority. To provide informed planning guidance our team needs to know the exact details: how wealth is currently invested and protected, where a client spends, what protections are in place, the biggest pain points, and who is part of the team.

We work with clients + their advisory teams to process this data into customized asset models and reports, making conversations about planning infrastructure more productive and less stressful.

With information + data organized, we start to analyze.

Analyze

Analyze

See Things Differently

Financial planning is an ever-evolving pursuit of safety, efficiency, and opportunity. Data provides a non-emotional starting point as we review what’s in place, what’s not, and where we can explore and adjust.

All of this gathered information is the foundation for planning-specific scenarios based on individual client expectations, risk tolerances, and their willingness to engage/do the work. Together, we compare the projected results of inaction against an action-based approach, allowing us to make collaborative decisions with confidence.

If a project is worth pursuing, we can help execute.

Execute

Execute

PUT THE RIGHT PIECES + PEOPLE IN PLACE.

Our clients have earned a higher level of service and expertise. We respect their time and do everything we can to protect their schedules, while we oversee project management and execution.

We align the best people around a clear strategy. The M+ Planning team works closely with existing advisory partners, the client, and their support team, while also making trusted recommendations for hiring project-based experts if required.

We keep everyone informed throughout the process with regular communications, but aim to move each project toward completion with as little client effort as possible.

As projects are completed, we monitor + refine as needed.

Data + strategy guide our planning engagements.

Our projects often fall into three categories of planning guidance.

How We Plan + Implement

PROTECTION

Is everyone and everything taken care of? For individuals and families with significant wealth and/or income, insurance, asset protection, and lifestyle management should always adapt to life changes and financial maturation.

OPPORTUNITY

Is your strategy doing what you want it to? Our experience-based approach to resource utilization + deployment encourages non-traditional thinking about wealth-building solutions that can help with financial growth + tax mitigation.

LEGACY

How do you want to be remembered? Navigating the complexities of a large estate that must comply with ever-evolving government regulations requires a team that possesses a unique combination of empathy, vision, and candor.

A warm introduction is how we start every relationship.

Our planning engagements require meaningful connections and complete trust. We assess fit based on strict criteria, including a referral and/or references.

PLEASE FILL OUT THE FORM BELOW:

The information provided is not written or intended as specific tax or legal advice. Neither Madan+Associates nor MassMutual, its subsidiaries, employees, and representatives are authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel.

LICENSING BROKERCHECK BY FINRA CUSTOMER RELATIONSHIP SUMMARY

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org). Madan+Associates is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ is located at 48 S. Service Road, Suite 400, Melville, NY 11747; (516) 391-0300.

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