The One Process
One Process ⢠Seven Pillars ⢠Infinite Value
"We don't just manage your money; we manage your financial life. Our proprietary process is built on seven pillars, executing 99 specific tactics."
The Miller Family CFO Process Map
Strategic Oversight Powered by 99 Tactics
Click the phase cards below to explore the 99 tactics
Visualize
Clarity & Valuation
- Goals & Values Discovery
- Benchmark Valuation
- Identify The Wealth Gap
- Risk Assessment
Strategize
Protection & Acceleration
- De-Risking (The 5 Ds)
- Asset Protection Planning
- Value Acceleration
- Growth Strategy Development
Realize
Harvest & Stewardship
- Exit Roadmap Execution
- Lifestyle & Enjoyment
- Legacy & Stewardship
- Wealth Transfer
The 99 Tactics
Seven Pillars of Comprehensive Wealth Management
You may not need all of them today, but as your life evolves, our playbook ensures we are ready when you do. Click any pillar to explore the specific tactics within.
Future: Wealthbox CRM Integration
Ideas for connecting The One Process to your client relationships
Tactic Checklists
Create custom fields in Wealthbox to track which of the 99 tactics have been discussed or implemented for each client household.
Workflow Automation
Trigger Wealthbox workflows based on life events that activate specific tactics (e.g., "Client turning 65" triggers Social Security optimization review).
Progress Dashboard
Build reporting to show tactic completion rates across your book of business, identifying opportunities for deeper engagement.
Meeting Prep Templates
Generate pre-meeting briefs that highlight relevant tactics based on client profile, life stage, and recent activity.