1. Initial Meeting – Determine Your Goals, Needs and Priorities

The initial meeting is designed for you to get to know us and allow us to get a clear understanding of what is important to you. Although it’s imperative to set realistic goals, it’s also important to dream a little. Some common examples of personal financial goals and objectives include:

  • Paying for a child's educational expenses

  • Purchasing a second home

  • Planning for your retirement

  • Ensuring that your estate passes to your heirs according to your wishes

2. Analysis – Identify Challenges and Opportunities

After you have identified your financial goals, the next step is to determine how to achieve them. We can help you analyze your finances, make specific recommendations and develop strategies to meet your short- and long-term financial goals. Any recommendations made by us will factor in your timeframe, risk tolerance and investment goals.

3. Develop Your Plan - Recommendations

Now that you have established goals and objectives and we have analyzed your current situation with a financial plan, we will review our recommendations with you. These recommendations represent the strategy towards attaining your goals.

4. Implement Your Plan – Implement Solutions

Once the preparatory work of analyzing, determining and calculating is finished, the most important step is implementing the recommendations to ensure your goals are reached.

5. Monitor and Periodic Reviews – Responsibilities and Time Frames for Review

Finally, monitoring and periodic reviews are critical to ensuring your success. To ensure your financial plan continues to meet your needs, we will conduct periodic reviews, assess your financial progress and recommend any necessary adjustments.