Our Process
If there’s one thing certain about life – it’s the uncertainty that living it brings
How The Process Works
Introductory Meeting
This is the first part of establishing a fruitful partnership, so be prepared! In this phase we will identify your goals, priorities, preferences, as well as potential obstacles.
Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.
Exploration Phase
Based on our introductory meeting, we now want to take a deeper dive into your situation.
During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals.
The more open this phase is, the more detailed our plan can be.
Detailed Planning
This is the first part of establishing a fruitful partnership, so be prepared! In this phase we will identify your goals, priorities, preferences, as well as potential obstacles.
Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.
Ongoing Aid and Advice
Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan.
We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.
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