A disciplined process is the key
It is easy to sell a financial plan but providing personalized service is another matter. In my business the most important client is you. To give you the value that you deserve we follow a six-step process to keep you on-track to achieving your goals. This keeps us all focused on whats important helping you live life the way you want. This process is the key to how our team manages relationships and our clients wealth.
Step 1: Listening
This is probably the most important part of the process. You tell me what you want and about how you envision your life goals. Together, we will gain a deeper understanding of your individual needs, goals and circumstances to help you clarify your financial objectives. This includes gathering together all your important financial information.
Step 2: Understanding
A good understanding of your needs is essential for the creation of a financial plan and Investment Policy Statement.
Step 3: Planning
Your plan should be personalized according to all aspects of your financial situation. we analyze your financial and personal information together and match your objectives to the appropriate strategies.
Step 4: Implementation
Adhering to the plans, we thoroughly and creatively tailored to your objectives, drawing from a wide selection of products and services. These may include insurance and tax minimization strategy.
Step 5: Review
We regularly review your situation to ensure your financial objectives are being met in light of your changing needs.
Step 6: Continued Expert Advice and Personalized Service
I work with a select group of clients and give them full access to my team of professional specialists, which include financial planners, will and estate consultants, insurance planners, as well as a full range of banking solutions. This process is the key to how I manage relationships and your wealth.
