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.
Introduction Meeting (15-30 mins)
In our first discussion, we will identify your goals, priorities, preferences, and any obstacles you may have. We will understand what your expectations are for us, and if we are the right fit for your financial 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.
Planning Meeting (45-60 mins)
Now that we have the 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.
Implementation Meeting (15-30 mins)
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.
Contact us today to see how a financially sound plan may bring you closer to your goals.