What We Do

We are a high-end tax and wealth preservation planning firm providing financial stewardship to a select group of successful business owners, professionals, and executives.

7 Pillars, 1 Process

We believe that financial stewardship requires preparing for critical financial events. These are sometimes predictable and planned but our experience is that they are more often random. One thing we know is that they can have a profound impact on lives. To that end, we view this as an ongoing process and focus on the things that matter to our clients and those things that we can control. The Quint Process™ allows us to put all the pieces of the puzzle together as our clients’ lives unfold and their needs evolve.

Focus on the set of your sail rather than the direction of the wind.

Focus on the set of your sail rather than the direction of the wind.

Our Process

At Mavilian Financial Group, we recognize that we are not, nor do we aspire to be, all things to all people. We are however all things to those we serve, and those relationships are based on a very specific fit criteria that allow us to partner with clients that we are most suited to serve and provide an elevated client experience.

While each of our clients have unique needs, by following our process we are able to put together all the pieces of their financial puzzle in place and build a customized plan to guide them through their journey to financial independence.

Our Process

At Mavilian Financial Group, we recognize that we are not, nor do we aspire to be, all things to all people. We are however all things to those we serve, and those relationships are based on a very specific fit criteria that allow us to partner with clients that we are most suited to serve and provide an elevated client experience.

While each of our clients have unique needs, by following our process we are able to put together all the pieces of their financial puzzle in place and build a customized plan to guide them through their journey to financial independence.

Our Partnership with You

Keys to a successful relationship

We have learned through experience that effective communication and mutual respect are essential to a long-term partnership. A few other criteria which help define our success include articulating mutual expectations.

What you can expect:

  • Strive to acquire and maintain a thorough understanding of your financial goals.
  • Update your current financial information on a regular basis.
  • Carefully assess and monitor your investment risk and time-frame.
  • Explain the implications of all recommended financial planning strategies and gladly answer any questions you may have.
  • Update you as and when appropriate by email, mail and phone.
  • Meet with you regularly to review your Personal Financial Organizer (PFO).
  • Act as your primary Financial Advisor, coordinating the efforts of other related professionals as and when required.
  • Treat you with utmost respect and professionalism.

What we expect:

  • Your commitment to me as your Financial Advisor.
  • Your trust in my abilities to provide you with recommendations and advice.
  • Your complete disclosure about what matters to you most.

Still looking for Answers?

If you are looking for more information, take a look at our FAQ Page which covers all of our most common questions.

Still looking for Answers?

If you are looking for more information, take a look at our FAQ Page which covers all of our most common questions.