We take each of our clients through a specific process, designed to create financially independent families.  We do this by addressing four cornerstones of a successful financial life:

Capital Access Planning.

Corporate Strategies & Structure.

Privatized Banking.

Estate Preservation.

Our 5-Phase Process...*

Phase 1:  Education & Orientation.

In our introductory phase, we focus primarily on educating each client on the core principles that build and protect wealth.  Special attention is paid to teaching clients the importance of following a process, tax management, privatized family banking, and achieving multiple goals per dollar of resource available.  

Phase 2:  Comprehensive Wealth Plan Evaluation & Review.

Phase two is devoted to data collection and analysis.  Sovereign will utilize innovative software to collect and analyze the components of each client's current financial standing.

Phase 3:  Assemble Resources & Recommendations.

In Phase 3, the client will be presented the appropriate recommendations resulting from information gathered and analyzed during Phase 2.  This phase will establish the appropriate framework as the process moves toward privatized banking.

Phase 4:  Privatized Banking Implementation.

This phase, often described as our most innovative, reshapes how many clients view their financial possibilities.  Clients will establish a privatized family banking system allowing them to reduce or eliminate financial institutions from their lives.  This will reduce the dollar amount they lose to financial institutions, increase financial control in their life, and ultimately preserve more savings for their future family generations.  Clients may also use this phase to reduce current outstanding debts.

Phase 5:  Annual Reviews & Ongoing Monitoring.

As clients utilize their new tools, Sovereign will schedule regular meetings to answer questions, update information, and provide general assistance.  This phase will assist clients as needs change, or provide resources should clients need assistance in other areas outside of Sovereign Wealth.