SDRStrategic Decision ReviewThe risk isn’t always inside the decision.
It’s between decisions.
Individually sound decisions can depend on one another. SDR helps bring the order and sequence of those decisions into view.
See how your decisions connect and the order they come in.
The answers may be right.
The picture may still be incomplete.
Each part of a decision can be handled with care and still leave a consequential gap: who is looking at the order in which those decisions are made?
A decision can quietly limit another choice, create a new dependency, or make the next step harder to reverse.
one connected view
A connected view shows separate decisions together, in order.
a clear sequence
A connected view also shows which prerequisites remain open.
Not another opinion.
A way to see the order of decisions.
Strategic Decision Review is a human-led decision architecture methodology. Its purpose is to make the order and sequence of related decisions visible, so individuals, families and organizations can see which decisions depend on others.
SDR does not direct a transaction or decide for the client. The client remains the decision-maker.
See what you receiveSpecialists assess their disciplines.
SDR maps the connections between their decisions.
SDR is a method for putting decisions in order. It is built to stop at gates: wherever a decision calls for professional judgment, SDR stops, and the decision stays with the client. SDR does not prepare, review or sign documents.
SDR does not provide investment, securities, tax, legal or accounting advice, does not advise on whether or when to buy, sell or hold any investment, and does not recommend advisers or products.
See the connections. Understand the sequence.
See how today’s decision connects to the next one.