Our Process
Although we follow a defined and disciplined approach for each client, the root of our process is first taking the time to understand who you are as a person – your needs, wants, risks, areas of concern, and long-term goals. Learning as much as possible about you enables us to craft the most appropriate strategy, as we want to ensure your plan targets your goals with utmost precision.
Our complete process consists of four key steps:
DEVELOP AND PRESENT
The next step is to develop your financial plan. Once complete we will present our recommendations to you, explaining the rationale behind them so that you can make educated decisions. We welcome any concerns you may have and will tweak the plan to your satisfaction as necessary.
DEVELOP AND PRESENT
Once we have settled on a plan, we will help you implement it so that it can start tackling your goals. We'll do a follow-up review with you a few weeks later to ensure we're off to a smooth start. Thereafter, we will continue to monitor your plan and periodically check in with you. Your plan will be designed to evolve with you, so we will also make any necessary updates along the way as you move through your life stages.