• discovery

    • analog capital (dan adams & billy desai) - partners intro

      30 minutes

      30 minute intro with analog capital's founding partners: billy desai & dan adams

    • discovery zoom

      45 minutes

      details of the analog approach to investing and client service. information gathering. discussion of needs and current state. overview of onboarding process and preliminary planning roadmap.

    • account onboarding

      30 minutes

      the new account setup process includes data gathering for contact details, risk tolerance, qualification status, service preferences and investment objectives for retirement and trust accounts, full beneficiary details, including socia ...

    guidance

    • portfolio review

      30 minutes

      this is the essential time to review your goals, needs, planning, investments, and any concerns with our service

    • financial planning

      30 minutes

      review investment and planning objectives, gather relevant information, define planning goals, deliverables and implementation timeline

    • investment advisory

      30 minutes

      review specific investment guidance or global asset mix, either prospective or current, in the context of global portfolio, asset allocation advice and/or financial planning objectives

    service

    • tax planning

      30 minutes

      corporate transactions and exit planning, business and individual returns, gain deferrals, entity formations and tax compliance services

    • estate planning

      45 minutes

      estate planning is the process of organizing the management and disposal of your assets, dependent care, medical and financial decisions estate during the person's life in preparation for a person's future incapacity or death

    • business & trust law

      30 minutes

      business law (HR, contracts, IP, non-compete, etc.), trust and estate law services including formations, reviews, litigation; asset protection strategies and litigation services