Our Financial Planning Process
Our first meeting is cost- and obligation-free – set up a time with us to assess your options and get an idea of how to move forward.
Book a meeting with us to learn about our services and find out how we can help you.
We’ll clarify our understanding of your situation and work with you and your accountant to establish clear financial goals and objectives.
We’ll leverage our expertise in financial strategy to formulate the ideal solution for you and your situation.
We’ll formally present our recommendations and explain each piece of advice so you feel confident making a decision.
In coordination with other relevant professionals like your accountant and lawyer, we’ll help you implement the recommended solutions.
As part of our ongoing client service, we'll look after your investments, update your options, adjust your plans, and consider the impact of new events.