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. And as your life changes, we'll adjust your plan so it better aligns with your new path.
We believe that just as each client is unique, the financial plan we create should be unique to their situation. An effective plan may not only provide financial security throughout your life, it can reduce the damage disability, critical illness, or other sudden losses of income may have.
So what are the steps?
1. Introductory Meeting: Exploration & Preliminary Planning
In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have. Some of our clients come to us with current investments and strong ideas about how they would like to approach their financial plan, and some are just starting out and need more guidance. That will often determine how the conversation takes shape. We want to serve you in the most effective way that is unique to you rather than taking a one-size, fits-all approach. As we have a more detailed conversation about your personal and financial goals, we will assess any current investments you may have as well as start sketching a preliminary plan. The more open and transparent this phase is, the more accurately we can create a plan that fits your objectives and needs.
2. Detailed Planning
This step will look different for clients depending on the preliminary planning from our first meeting.
New Investors:
For new investors, we will provide a plan for allocation of funds being invested as well as gathering the appropriate information to set up the account and method of funding.
Established Investors:
After reviewing your current investments and allocations, we will provide our recommended changes and how we might try to help you reach your investment goals.
3. 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. We will also keep you informed with important insights via our monthly newsletters and timely emails so that you can better understand what is happening in the market. We want all our clients to feel well informed and supported through their financial journey.
