It Starts with You.

Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust 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.

 

So what are the steps?

 

Introductory Meeting

During our introductory meeting, we will learn more about you, your loved ones, your goals and priorities, and any obstacles you may have. We will also mutually establish what your expectations are for us and determine if an ongoing partnership is the right fit.

 

Welcome & Onboarding Meeting

After our first meeting, we'll take a deeper dive into your situation. We will have a more detailed conversation about your personal and financial goals. We will review the client portal and the features of the client portal.

 

Exploration & Preliminary Planning

During this meeting, we'll review preliminary recommendations, observations, and findings. We will start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.

 

Detailed Planning

Now that we have a foundation, we can deliver recommendations that will guide you towards your financial goals. Recommendations 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.

 

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.