Our approach
Paul's practice is built on the fundamental belief that it begins with you – your goals, your investment style and your long-term needs. Wealth Management is a comprehensive approach to help you achieve your goals in life. It gives you the confidence to make sound financial decisions, freedom to live the life you want and a clear roadmap for your financial future.
Paul follows a five-step process based on discipline to ensure that best practices are employed to achieve what's most important - helping you fulfill your financial objectives.
Step 1. Discovery
Paul takes the time to understand your financial and non financial goals, your aspirations for the future and your profile as an investor.
Step 2. Vision
Bringing your desires into focus is Paul's next objective. Here, he outlines as specifically as possible, your retirement, tax, estate planning and other goals.
Step 3. Personalized Strategies
During this phase Paul identifies any existing financial issues and develops appropriate strategies. These strategies are formulated to best align with the vision you want your wealth to achieve. Paul will analyze your current plan and portfolio, make projections, and explore alternative approaches to help you determine your best course of action. Depending on your situation, Paul may include:
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Investment Policy Statement
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Compass Financial Planning
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Will and Estate Consultation
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Wealth Management Protection
Step 4. Solutions
With a thorough understanding of your goals and situation, Paul will propose specific investment and financial planning recommendations that best enable you to achieve your vision.
Paul then reviews your written investment proposal, explains his disciplined security selection methodology, and develops thoughtful and creative solutions tailored to your objectives. In addition, Paul will provide a to-do list with illustrations of any retirement, tax, and estate planning strategies that are recommended.
Step 5. Service
Client service is Paul's first priority - keeping you on track, up to date and informed of your progress. With this in mind, Paul is committed to providing the following ongoing services:
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Review – Paul proactively schedules quarterly telephone reviews and Annual or Semi-Annual in person reviews.
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Report – In addition to regular statements, Paul provides a quarterly "Consolidated Household Review Package." This informative report includes your personalized rate of return, asset allocation as well as a brief market commentary.
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Revise – As you make financial progress towards your goals, Paul will ensure that your wealth management plan evolves with your needs. Paul will monitor your progress and make recommendations as required.
Contact Paul today for your complimentary consultation.
