The Tanara Process
A 5-Step Financial Legacy Plan with Vision, Precision, and Purpose.
STEP 1
Collaborate
A conversation to clarify your goals, values and life mission.
STEP 2
Luminate
A high-level
review to
luminate the
path towards a
personalized
strategy tailored
to your financial
circumstances.
STEP 3
Implement
Connecting
investments,
tax strategy and
cash flow into
thoughtful plans,
implemented
with care and
focus on objectives.
STEP 4
Monitor
Maintaining
continued
alignment with
the proposed
financial plan,
your CPA and
Tanara monitor
its progress with precision
and rigor.
STEP 5
Build
The purpose of
the process is
to help you
build a lasting
legacy aligned
with your
values, honoring
the foundation you’ve built.
Tanara guides families through the CLIMB process
Our disciplined, values-driven approach to multigenerational wealth. We begin by Collaborating to understand your values, priorities, and long-term vision. With that foundation, we Luminate the path forward through thoughtful analysis and planning. We Implement strategies designed to help align your resources with your goals, then Monitor progress through disciplined review as markets, laws and life evolve. Over time, the focus turns to Building a lasting legacy – one that reflects your values and is designed to support future generations.
