The Magellan Method™
A planning process designed around your life, not just your money.
The Magellan Method™ is Presidio Capital Management’s disciplined approach to financial planning. It is built to address the complexity, uncertainty, and constant change that come with real life.
We start with a simple belief: money is a tool, not the goal. Before looking at accounts, markets, or strategies, we focus on how you want to live your life. From there, we build a plan designed to support those priorities with clarity and coordination.
Why the Magellan Method Exists
No two clients share the same goals, constraints, or circumstances. Traditional financial planning often relies on assumptions, generic models, or isolated advice.
How the Magellan Method Works
The Magellan Method™ follows a clear, repeatable structure that creates clarity, accountability, and momentum.
Anchor Point
Where You Are Today
We begin with a comprehensive review of your current situation. This includes gathering documents, statements, and context around your financial life.
We review how you got here, your assets, liabilities, income, expenses, estate considerations, insurance, and other relevant factors. This creates a factual foundation for every decision that follows.
Destination
Where You Want to Go
We define your personal, family, and life goals, including both intended and sometimes undefined priorities. Your goals are mapped across key planning areas:
- Lifestyle, Finances, Estate, Taxes, Risk
Your journey begins with how you want to live, not just what you want to earn.
Map
Baseline ("ALIE")
Using the discovery process, we develop a structured baseline plan based on your current financial state.
This includes evaluating assets, liabilities, income, expenses, estate considerations, and planning assumptions. The baseline becomes the reference point for measuring progress.
Obstacles
SWOT
Once your goals and baseline are defined, we identify the gaps between where you are today and where you want to go.
Each planning area is evaluated independently and collectively to uncover:
- Planning inefficiencies
- Risk exposures
- Financial shortfalls
- Structural or timing challenges
Your Route
Your Plan
With clarity around the gaps, we develop specific recommendations designed to address them.
Recommendations are presented with context around tradeoffs, assumptions, and priorities, so you understand not just what to do, but why it matters.
Set Sail
The Action Plan
Strategy without execution does not create results.The Action Plan turns recommendations into specific, trackable steps across key planning areas:
- Financial Planning & Investments
- Taxes & Estate Planning
- Risk Management
Progress is monitored during regular follow-up reviews to maintain momentum and accountability.
Charting Your Course
During the first year, your financial “course” is clearly defined. Completed items, active initiatives, and future planning work are documented and tracked so nothing falls through the cracks.
This creates transparency around:
What has been addressed
What is in progress
What is planned next
Your plan becomes a living document, not a static report.
Who the Magellan Method Is Built For
The Magellan Method is best suited for individuals and families who:
Have accumulated meaningful wealth and increasing complexity
Want a coordinated plan, not isolated advice
Value clarity, accountability, and long-term thinking
Prefer a structured process that adapts over time
Start Your Journey with Clarity
You do not need to have everything figured out to begin. The Magellan Method is designed to meet you where you are and help you move forward with confidence.
Begin Your Journey