
Our Process
Our process begins with getting to know you and your goals. Tell us where you are and where you would like to be, and we'll work with you to develop a plan that suits your needs. And as your life changes, so will your plan, so it better aligns with your new path.
We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only provide financial security throughout your life, but it can also reduce the damage disability, critical illness, or other sudden losses of income may have.
01.
Introductory Meeting
In our first meeting (virtually or in-person), we'll identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and what a successful relationship looks like.
02.
Exploration & Preliminary Planning
After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.
03.
​Detailed Planning
Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient portfolio.
04.
Ongoing Support & Advice
Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan, so it transitions along with you.