It Starts with You.

Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path. 

We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only provide financial security throughout your life, it can reduce the damage disability, critical illness, or other sudden losses of income may have.

 

So what are the steps?

 

1. Introductory Meeting

In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.

 

2. Exploration & Preliminary Planning

After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary ‘Blueprint to Clarity’. A one page plan that we will use to illustrate your plan and revise as we plan for and into the future. The more open and transparent this phase is, the more detailed our Blueprint to Clarity will be.

 

3. Detailed Planning

Now that we have a foundation, we can deliver an easy-to-follow “Blueprint to Clarity”, a roadmap in essence, that will guide you towards your financial goals. This blueprint will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain maximum returns via a solid tax-efficient portfolio.

 

4. Ongoing Support & Advice

Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan so it transitions along with you. This is our promise to you and detailed in our “Client Bill of Rights”.

 

Contact us today to see how a financially sound Blueprint to Clarity may bring you closer to your goals.