Our Process

Step 1 - Initial Consultation

Step 3 - Research and Analysis

Step 1 - Initial Consultation

 To start, we’ll begin with an initial 30 minute telephone consultation that will give us both a chance to make sure your situation and needs matches our expertise and services. If we both agree it’s a good fit we’ll move forward, if not we’ll happily refer you to a few professionals we believe match your needs.

Step 2 - Data Gathering

Step 3 - Research and Analysis

Step 1 - Initial Consultation

 Next, we’ll sit down and complete a Fact Find and if needed an Investment Risk Questionnaire to confirm your current situation.  

Step 3 - Research and Analysis

Step 3 - Research and Analysis

Step 3 - Research and Analysis

 Utilizing all of the information you have provided us, we’ll begin the financial planning process.  Assess and identify any gap in achieving your desired objectives - create an action plan. 

Step 4 - Plan Presentation

Step 4 - Plan Presentation

Step 3 - Research and Analysis

 Once your plan is completed, we’ll set up a meeting to discuss and explain our recommendations in line with your  Objectives. 

Step 5 - Implementation

Step 4 - Plan Presentation

Step 5 - Implementation

 After all sides are aligned, you’ll begin implementing the recommendations. At this point, if you decide to begin a wealth management relationship with us and have us manage your investments, we’ll work side-by-side with you to implement all of the recommendations we’ve made. 

Step 6 - Plan Updates

Step 4 - Plan Presentation

Step 5 - Implementation

Since financial planning is a dynamic process, we meet with our wealth management clients every six months to review and update their financial plan and investments.