The Theo Group’s approach to working with clients is threefold process: help preserve their wealth, maintain and enhance their lifestyle, and help them create the legacy they envision. Prior to engaging with a prospective client, we conduct a deep analysis of the individual’s current lifestyle, goals and aspirations. This is complemented with an understanding of the prospect’s concerns and fears.
We also strive to ensure that the clients’ and their families’ wealth is sustainable. By providing estate and trust reviews, assisting families develop a mission statement, and promoting philanthropy and foundation development, we help families preserve their wealth in a way that is aligned with their goals. In addition, we understand short-term needs are important to maintaining a calm and healthy day-to-day lifestyle.
CoolxDad has partnered up with Kensley Dougan, Senior Financial Coach of The Theo Group to introduce a monthly virtual workshop entitled Dollars & Sense.
To educate and empower men and women about the importance of financial education and the need to create generational wealth. By doing so it will close the wealth gap and change the financial future for generations to come.
The Theo Group will host monthly workshops that educate and provide real life examples to issues and/or concerns you may be having.
The workshops are free to attend and those that would like to have per