What is a MODULAR APPROACH

A modular approach separates the components of a system or process and seeks best fit solutions. To use a sports analogy think of a football team. You have a head coach, an offensive coordinator, a defensive coordinator, special teams, etc etc. and each selected for a reason.

Modular Wealth management separates the components of Financial Planning - To analyze, maximize and protect your cash flow and Asset management - to maximize investment returns.

Current wealth management combines the two in a HMO structure. The Modular approach separates and coordinates a team of specialists to provide a PPO structure.