Pre-Discovery Phone Call

 

A 15-minute phone call to discuss:

  • Your situation, needs and goals
  • My process and how I work with clients
  • Determination of “fit” and next steps

 

Woman paddleboarding on calm lake in Whistler during sunrise. Female paddle boarder enjoying quiet morning on Green lake.

 

 

Woman works on laptop while sitting by the table in front of panoramic window with great view on mountains. Remote work and escaping to nature concept

Discovery Meeting

 

This is our opportunity to meet in person and explore your financial world more deeply. We’ll discuss your current structure—assets, accounts, and strategies—along with your time horizon, financial knowledge, and comfort with risk. Together we’ll identify where you are today, clarify where you want to go, and highlight the first steps to get you there.

I’ll also explain my services, account types, and fee structure, so you have a clear understanding of how I work.

 

 

 

Financial Planning Meeting(s)

 

With a deeper understanding of your goals and values, I’ll design a custom Financial Plan tailored specifically to you. Depending on the complexity of your situation, we may review your plan over several meetings.

Topics may include:

  • Budgeting and cash flow
  • Retirement planning
  • Education and other major goals
  • Insurance strategies to protect wealth
  • Estate planning and legacy goals
  • Philanthropic planning
  • Business transfer and succession planning

 

Young Woman Practicing Yoga In The Nature

 

 

Woman works on laptop while sitting on a window with great view on mountains. Remote work from cozy place and escaping to nature concept

Solutions Meeting

 

Once your plan is in place, we’ll implement the strategy by building an investment portfolio that reflects both your goals and your values.

Your portfolio will be designed around:

  • Risk capacity and comfort –balancing financial ability with emotional tolerance
  • Personal values –aligning investments with what matters most to you
  • Level of knowledge –ensuring your portfolio is transparent and easy to understand, so you feel confident and secure

 

Investing isn’t one-size-fits-all. Your portfolio will be as unique as you are.

 

 

Ongoing Partnership & Annual Review

 

Financial planning isn’t a one-time exercise—it’s an ongoing process. At minimum, we’ll meet annually to:

  • Review your progress toward goals
  • Update your plan for life changes
  • Reassess your time horizon, risk tolerance, and investment objectives
  • Evaluate portfolio performance and ensure it remains suitable

 

My commitment is to help you stay on track and adjust as life evolves.

Young woman watches sunrise outside camping tent