In our complex financial world, no one person can know all the strategies to retire with comfort, pass an estate to loved ones, and follow the day-to-day investment markets. Our process is a two way partnership and involves the following 6 steps:
1. Listen and Clarify
We start by discovering and understanding client needs and their vision for the future.
2. Explore and Discuss
We prioritize short and long term needs according to client objectives and help them define what is important and what they are striving to achieve at specific points in time.
3/4. Provide a plan and Solutions
We introduce a plan to assist clients in understanding how together, we can bridge the gap between now and where they wish to be. We develop short and long term solutions according to client goals and life phase, and have our clients commit to strategies they feel will best meet their needs. This includes recommended investment portfolios matched to client goals.
Together, we begin the transition of financial assets and decisions to align with client goals. Our service team works closely with clients to ensure that there is clarity as the transition occurs.
6. Review and Progress
We meet regularly to assess the progress of the plan and ensure that clients are on track. We evolve and adjust the plan if required, due to life changes.