Our Process

We understand the things that are important to you. That’s why our relationship with you and the process for securing your family’s future begins there.

Joyce J. Yoo and her team put their considerable experience to work on your behalf, incorporating the knowledge of the elite professionals at The Nautilus Group® who are experienced in tax, law, financial planning, accounting, and philanthropy. 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

Joyce Yoo Headshot