Get To Know You & Your Financial Needs


First steps

Discovery

David Johnston & Catherine Johnston

David or Catherine meet with you to understand your goals – both personal and financial

 

Financial Planning

Kari Matthews & Steve Hunter

Kari or Steve will prepare a customized analysis of your fiancial situation incorporating your goals, risk tolrance and long-range plans.

 

Will and Estate Review

Joseph Power

Joe can help you address your various estate planning concerns and recommend the steps you need to take to achieve your goals.

 

Regular Reviews

As your needs and the markets evolve, periodic reviews ensure that your plan remains an effective tool in achieving your objectives.

 

Ongoing Service

You are keptapprised of the performance of your portfolio and markets through regular updates, events, newsletters and the team website. 


Follow Up

Bringing in the experts

The team

The team's extensive professional network is at your disposal to assist you in meeting your accounting and legal concerns and needs. 

 

Investment Policy Statement

Before implementation of a plan, your objectives will be reviewed and the team will ouline an investment plan created for you. Once approved by you, the recommendations are put into place. 

 

Insurance Review

Michael Keyes

Mike will help you protet what you have worked so hard to build through innovative insurance-based strategies.

 

Risk Discussion

Catherine and David will discuss with you the risk factors associated with each asset class.