Our initial meeting is key as we meet with you to better understand your current financial picture and lifelong goals. It gives you an opportunity to learn the process and build a long-standing relationship with your advisor and the firm.

Based on information collected thru the discovery process, we identify solutions to achieve your goals and objectives. We will then develop a customized portfolio encompassing a wide range of diversified options.

Working closely with you, we introduce the most appropriate plan of action to accomplish your goals through an informative detailed discussion, always with your best interest in mind. Once the solution is agreed upon, we move to the implemention phase.

Here, we put our ideas into action. We initiate the plan and implement the recommended solutions. Depending on complexity, we may suggest executing in stages to ensure an efficient transition. The implemention phase is where our ideas become a reality.

On a continual basis, we monitor global market conditions as well as having discussions with the selected investment and insurance providers, to ensure the plan (investment & insurance) continues to meet your goal and objectives.

Our annual review will look at all components, including performance analysis, goal’s objective, risk tolerances, lifestyle and family changes – ensuring your financial trajectory is on track. Additionally, as life happens, we will recommend updates to your forecast to include those changes. These reviews are designed to be informative and provide clarity to clients securing a long-term successful outcome.