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Our Approach

Our Advice Process Is Designed For Your Success Because

Personal

We believe financial success is reached when your goals, money and values are aligned. Your advisor should fully understand what’s important to you, what motivates you and what worries you. This personal approach results in truly customized advice and better outcomes.

Wealth

For our clients, wealth often signifies a certain quality of life closely linked to what’s most important. Our job is to help you make financial decisions within the framework of your goals, vision and values- strategically leading you towards your definition of success.

Advisory

We help our clients with everything relevant to their goals and financial life, beyond just their investments. Over time, this leads to relationships built on deep trust, collaboration and partnership with clients who come to see us as a part of their extended family.

We Believe Financial Advice Is Only Effective When

  • Your advisor understands your top priorities
  • All areas of your personal and financial life are considered
  • You and your advisor design your plan together
  • It is simple and actionable
  • Your tax, legal and financial professionals collaborate

Our Approach for New Clients

Step 1
Introduction

We need to decide if we’re a great fit for each other. We’ll focus on learning about you by discussing your:

  • Top goals and priorities
  • Vision for the future
  • Financial picture
  • Upcoming decisions and
    transitions
  • How we can help

If you feel we’re an ideal partner, we’ll move ahead to the next step.

Step 2
Discovery

In this session, we’ll dive deep into the most important areas of your life and financial picture like:

  • Family
  • Goals and ideal outcomes
  • Lifestyle and spending
  • Financial and tax strategies
  • Investment philosophy
  • Risks to your success

We’ll use all of this to begin designing your financial plan and potential strategies.

Step 3
Collaboration

It’s now time to get your thoughts and feedback on the initial plan and strategies. We’ll explore core aspects of your plan like:

  • Funding your goals and lifestyle
  • Tax reduction strategies
  • Investments and risk
  • Helping your family and charity
  • Opportunities you can consider
  • Alternatives and scenarios

We leave this session ready to set our plan into motion and start taking action.

Step 4
Recommendations & Action Plan

This session focuses on our advice, recommendations and next steps in the areas important to your success like:

  • Saving and wealth building
  • Investment strategy
  • Retirement income
  • Estate planning
  • Tax reduction strategy
  • Helping family and charity

You can expect a full set of recommendations and plan for taking action

Step 5
Progress Check

We’re here to help you get things done and keep your momentum. Progress Checks help us stay on track by:

  • Revisiting our Action Plan
  • “Checking Off” what we’ve done
  • Navigating roadblocks
  • Deciding what comes next

Typically, we have Progress Checks every 90 days and they may be via email, phone or in-person.

Sound good so far? Let’s talk.

Book your free Introductory Session where we’ll talk about what’s on your mind and how we can help.

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