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 independence. An effective plan looks at offense and defense. It provides ways to grow your wealth so that you have financial confidence throughout your life and examines options for insurance protection from disability, critical illness, or other sudden losses of income.
So what are the steps?
1. Introductory Meeting
In our first meeting, 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 if an ongoing relationship is the right fit.
2. 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.
3. 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 solid returns via a solid, tax-efficient portfolio.
4. Ongoing Support & Advice
Life is constantly changing, and you should expect that your goals will also change. We'll be here to adapt your plan so it transitions along with you.
Contact us today to see how a financially sound plan may bring you closer to your goals.
