Our Process

A complimentary, no-fee first meeting is the first step. Financial planning is a trust-based, collaborative relationship and our initial meeting helps determine whether we are a good fit to work together. We will learn more about you and your family and financial goals, ask questions, and most importantly listen to determine what is important to you.

We will review and analyze important information you provide to develop a comprehensive outline of your situation (investment statements, retirement and pension plan statements, Wills, insurance policies, etc). After reviewing your information, we will start to analyze your current scenario and formulate a “rough draft” of your financial plan.

After understanding every financial and non-financial asset in your life and creating the first draft of you plan, we meet to review your personalized wealth plan – a plan that’ll serve as the road map toward your goals.

During the implementation stage, we will assist you to make the transition to working together as smooth as possible. Our experienced team has done this for many years and will be here to guide you every step of the way.

Life and financial markets can change quickly, which is why we continuously monitor our client’s accounts and maintain an open line of communication with you. In the event that a change needs to be made to your plan, our team is always ready to make adjustments.