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.
Step 1
Book a meeting with us to learn about our services and find out how we can help you.
Step 2
We’ll clarify our understanding of your situation and work with you and your accountant to establish clear financial goals and objectives.
Step 3
We’ll leverage our expertise in financial strategy to formulate the ideal solution for you and your situation.
Step 4
We’ll formally present our recommendations and explain each piece of advice so you feel confident making a decision.
Step 5
In coordination with other relevant professionals like your accountant and lawyer, we’ll help you implement the recommended solutions.
Step 6
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.
