Process

Your financial journey starts with a single step. Planning for your financial future is often complex. Not with us. We’ve simplified our process to better serve your goals and needs.

How our process works:

  1. We meet
    We want to make sure our services are in line with your goals. Are we a good fit? If yes, we proceed to step 2.
  2. Develop your mission
    We dive into all those goals and hopes and dreams you have for the future, as well as your worries and what-ifs. We ask fundamental questions that give us a better understanding of your time horizon and tolerance for risk.
  3. Create your plan
    Based on your input from stop 2, we put together an individualized plan that addresses each one of your goals, as well as tax-efficient strategies to help you succeed.
  4. Plan execution
    Once you’ve approved all the aspects of your plan, we talk you through the paperwork for implementing it. Then to ensure you feel comfortable and confident, we can take you step-by-step through your account statements.
  5. Frequent monitoring
    It may seem obvious, but ignoring a financial plan once its set up means you miss out on key opportunities to adjust along the way. Our goal is to engage you in frequent monitoring of your plan, helping you have every possible financial advantage.

Interested in learning more? Contact us