Our Process

Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why our Financial Professionals utilize the process outlined below to help ensure that you get on course to achieving your goals, and remain on course as life unfolds.

*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.

phase 1: Discovery

Before we recommend any product or service, we ask detailed questions to get a clear understanding of your financial goals and objectives.

phase 2: Analysis

We analyze the different areas of your financial world to identify any gaps that may exist.

phase 3: Plan Design

We create financial strategies according to your personal, family, business and lifestyle goals. We provide you with suggestions to fill in the gaps so you can choose the solutions best suited for your situation.

phase 4: COURSE OF ACTION

If you’re satisfied with our recommendations, we work with you to implement your strategies and secure the required products and services to help you strive for financial freedom. We collaborate to put financial strategies in place and help you access important services and resources.

phase 5: ANNUAL REVIEWS

Because your financial situation is bound to change, we work with you over time through periodic reviews to help you evaluate the strategies in place, and their capacity to continue to meet your goals. We hold reviews at least once a year with clients to maintain our level of service and responsibility. Clients may also request bi-annual or quarterly review meetings.