Process

Step 1: Due Diligence

We methodically uncover the nuances of your situation.
 

• What is important to you?

• What can I help you achieve?

• Who depends on you for support?

The level of value I can provide is proportionate to the extent of detail during discovery.

Step 2: Financial Planning

We transpose the information from the initial stage to a comprehensive wealth plan that will act as a roadmap to achieving your goals. Having a plan allows us to gain clarity, avoid pitfalls and identify areas of opportunity. If necessary, I will engage experts ranging from tax specialists to estate planning consultants in order to provide a holistic experience.

Step 3: Portfolio Design & Implementation

We custom-tailor a portfolio to your personal risk tolerance, time horizon, cash flow requirements, and other unique constraints. The expected return will align with the requirements in the wealth plan. We leverage industry-leading solutions to optimally position your investments for success. Your funds are allocated using a tax-efficient strategy.

Step 4: Monitoring

Circumstances are not static and your plan will evolve as changes transpire. Continuous touchpoints to track your progress and implement adjustments when necessary are critical to the process. I am readily available in between scheduled reviews to address questions and concerns. You will receive regular statements and have access to an online portal to view your snapshot.