It Starts with You.
Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. As your life changes, we'll adjust your plan so it better aligns with your new path.
We believe a detailed planning process can be one of the most effective ways to create financial security and protect the long-term wealth of your family. So what are the steps?
1. Introductory Meeting
In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.
2. Exploration & Preliminary Planning
After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.
3. Detailed Planning
Now that we have a foundation built, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to protect your portfolio, and prepare for potential obstacles. Your strategic plan will also aim to grow at a rate which fits your risk tolerance, and to maximize your returns based on your comfort level using a well structured, tax-efficient portfolio.
4. Ongoing Support & Advice
Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan so it transitions along with you. This tactical adjustment will go a long way towards safely navigating to your long-term target.