Our Process
At Haven Lane Advisory, becoming a client is more than paperwork — it is an intentional
journey designed to preserve wealth, minimize taxes, and elevate your legacy.
The Private Evaluation
Every relationship begins with a confidential, in‑depth review of your financial landscape. This bespoke evaluation uncovers missed opportunities, hidden efficiencies, and strategic advantages. The Private Evaluation is a $2,500 foundational investment, credited toward implementation if you are invited to proceed.
The Strategy Experience
Implementation typically begins at $20,000. For many of our clients, the strategies designed and executed at this stage yield efficiencies that exceed this investment many times over. The return on investment is not only immediate, but enduring, compounding year after year as your wealth and legacy continue to grow.
Ongoing Concierge Advisory
Our work does not end with strategy. Through proactive monitoring, annual planning, and white‑glove advisory, you are supported year‑round. This includes the preparation of personal and business returns, quarterly reviews, and curated touches that remind you — you are more than a file number, you are a valued relationship.