Getting to know you:
Our first meeting is an in-depth introduction to one another where we will discuss your current financial situation, your future financial goals and expectations of one another working together.
Your Financial Plan:
Based on the sharing that has been done. You will be provided with a Financial Plan that is unique to you and your family. It will cover your current and future wealth goals, including but not limited to Retirement Planning, Retirement Income, Wealth Preservation, Estate Planning, Business Succession Planning, Day to Day Banking Needs, Children’s Education, and Asset and Income Protection. The plan we agree on will ensure you meet your goals with the right investment portfolio. Together, we will put this action plan into place.
: We will talk and meet regularly as agreed upon to ensure your needs are being met, that you feel you are being educated in the process and that the relationship is of value to you. We will ensure that your plan is kept on track as your life situations change. We will discuss market changes and make updates to your portfolio as needed.
Milestones/ Goal Achievements
: We will celebrate these successes together! We will ensure that your next Goals are in place and a plan to achieve them is underway.