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The TIGER Process

The T.I.G.E.R. Process

Simple But <br/>Comprehensive Process

Simple But
Comprehensive Process

Jamey Toney has developed and refined an innovative approach known as “The Tiger Process” to effectively address client needs. This process focuses on understanding where clients currently stand, identifying their desired financial destinations, and constructing a step-by-step bridge to help pursue those goals. It also incorporates the flexibility necessary to adapt to the realities of life along the way, helping to ensure a comprehensive and resilient financial strategy.

TTax Strategies

IInvestments

GGiving

EEstate Planning Strategies

RRisk Management




our TIGER Process Approach

Tax Strategies


  • How can I optimize my retirement contributions to help maximize tax benefits?
  • What strategies can I employ to help minimize my capital gains tax?
  • Are there opportunities for tax-loss harvesting in my investment portfolio?

Investments


  • What is my risk tolerance, and how does it influence my investment choices?
  • How diversified is my current investment portfolio?
  • How liquid is the investment, and are there penalties for early withdrawal?

Giving


  • What are my primary motivations and goals for giving?
  • How much can I afford to give without compromising my financial well-being and goals?
  • What are the tax implications and benefits associated with my giving strategy?

Estate Planning


  • What are my primary goals for my estate plan, and whom do I want to benefit?
  • Do I have a will, and is it up to date with my current wishes and circumstances?
  • How often should I review and update my estate plan to reflect changes in my life or the law?

Risk Management


  • What are the most significant risks I face personally or within my business?
  • What types of insurance coverage do I have, and are they adequate for my needs?
  • What emergency plans or contingencies do I have in place for unforeseen events?

Are You Ready?
Let’s Build Your
Roadmap, Together.

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Call