Our Approach

We value what is important to our clients - our approach begins with a conversation. Through that dialogue, we embrace our clients’ goals within the context of their financial objectives. Our experience has been that in many cases, we are able offer clients solutions of which they were previously unaware.

At back9strategies, we put not only our own considerable experience to work on your behalf, but also the knowledge of the elite team of The Nautilus Group® professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.

Our 6 Step Process:

  1. Clarify your concerns and objectives.
  2. Provide a clear analysis and projection of your personal and business financial information
  3. Explore possible strategies to achieve your goals
  4. Collaborate with your circle of advisors
  5. Implement and follow up with your plan
  6. Create a summary of your plan