It starts with you.

So what are the steps?

1. Introductory Meeting

In our first meeting we introduce our firm, our philosophies and spend time getting to know you. We will identify your goals, priorities, preferences and any obstancles you may have. We’ll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.

2. Preliminary Planning

After our first meeting, we’ll take a deeper dive into your situation. We will want to know about your financial life, including investments, tax status, retirement goals, income and any other important financial planning needs. The more open and transparent this phase is, the more detailed our next steps will be.

3. Detailed Planning

Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals. At this stage we will assess your risk and provide guidance and recommendations on how to invest your money.

4. Ongoing Support & Advice

We will meet regularly to review your investments and your plan to make sure everything is still on track. As your life changes, we will adjust your plan to grow with you.