The process to your financial freedom

The Racine-Marcotte Consulting Group offers to simplify your approach to your wealth management by offering a clear, simple and accurate framework with respect to your financial decisions. Our proposal consists of an initial meeting during which we will ask you many important questions to clarify your expectations and your financial goals. The second meeting will focus on the presentation of simple and concise solutions and on the implementation of effective strategies for your financial success. Once the basics are covered and a robust partnership between us is established for your financial success, we will then take care of the implementation of the proposed solutions, the close result monitoring and the quarterly reviews.