Our Process - New Clients
6 - 12 month Service Plan
Discovery: In-depth discovery meeting to fully understand your current situation, experience, risk tolerance, goals and objectives. This allows us to develop a comprehensive strategy based on your unique requirements.
Proposal: Based on the information from the discovery meeting, we provide you with a proposal designed to meet your clearly defined goals while aligning with your risk tolerance, timeline and other relevant considerations.
Financial Plan: We structure the information provided in the discovery meeting and clearly describe your current situation. The plan includes financial projections, tax planning and minimization strategies, and will and estate considerations. We will run multiple scenarios to see if you are meeting your objectives and offer strategies to help you achieve your financial goals.
Will & Estate Reviews: Considering your entire financial situation, family circumstances and legacy plans, we offer advice to help your estate planning. We provide specific strategies for the most tax-efficient transfer of wealth to the next generation and ensure your loved ones are prepared to do the same.
Monitor & Continuous Review: We continually review your investment portfolio and financial plan to ensure you are on track to meet your objectives and offer ongoing communication and advice at your discretion. Minimum annual review along with quarterly reports to keep you updated with performance.