Initial Discussion

Our first step is getting to know you and what is most important to you. We will also answer any questions that you may have.

We are not going to be a fit with everyone, but we are happy to have a chat to see. If we are not, we will gladly point you in the right direction.

Our Plan for You

At this stage, we develop our recommendations and outline our proposed strategy for helping you achieve your goals. We will review our plan to minimize your taxes, protect your estate and invest your savings, answering any questions you have along the way.


If we make a mutual decision to move forward, the next step is to implement your strategy. At this stage, we bring in our extended team of professionals to ensure all aspects of your financial picture are considered. Insurance solutions, estate and legacy planning, tax strategies, and beyond.

Ongoing Reviews

A plan is not a one-time event. Life is always changing – your plan needs to reflect that. Regular meetings and reviews keeps us informed of any relevant developments in your life, and keep you informed of your progress towards your goals.

If you would like to schedule a time to get for an introduction with us, and where we can find more about you and what is important to you, please click here.