Your client experience…

Your Client Experience

Getting to know you

We start by listening to you. Through discussions about your personal financial goals and challenges, we are better able to provide the appropriate guidance to you and your family.

Building and Following a Financial Plan

By gathering information about you, we are then able to create and share a plan that can help you achieve your financial goals. Plans often include financial projections so that you can take a peek into the future.

Building and Managing Your Investment Portfolios

Once we have an understanding of your financial goals, your tax situation, and your feelings about risk, we create an investment portfolio that is appropriate to your situation. We also feel its important to share our rationale around the recommendations..

Will and Estate Planning

Setting goals for your estate and making sure the right strategies are in place to maximize your estate requires some extra attention. Our team of experts will help you understand these choices and ensure your plan suits your needs.

Insurance and Risk Planning

There are a number of risks that can derail the best financial plans. Insurance products can help protect against the risks you arent willing to take. They can also be used as an efficient asset transfer vehicle with tax advantages.

Reviewing and Monitoring

Regular review meetings are an essential part of our process. We take the time to understand any changes in your life, and how they may impact your plan.

Working with Your Other Financial Professionals

Our clients typically have accountants, lawyers and other financial professionals. With your permission, we communicate directly with those colleagues and work together with them on your behalf.

Your client experience…