Working with me is straightforward — but thorough.
Every client I work with gets a clear, structured process — but it’s built around you, not the other way around. I’ll guide you through each stage so you always know what we’re doing, why we’re doing it, and how it fits into your bigger picture.
1. Discovery
We start with a conversation. I want to understand what matters to you — your goals, your family, your values, and what’s already in place. This is where we uncover opportunities and define what success really looks like for you.
2. Planning
Using advanced financial planning tools, I’ll help you build a full picture of your financial life — including investments, retirement income, tax-efficient investment strategies, insurance, and estate planning. We’ll explore different paths and find the one that aligns best with your goals and lifestyle.
3. Implementation
I’ll take care of the details — from setting up the right accounts to building your portfolio using cost-effective, actively managed strategies. I also look for opportunities to reduce fees and optimize asset location across registered and non-registered accounts.
4. Ongoing Review
Financial planning isn’t static. Life changes, markets change, goals shift — and your plan should evolve with you. We’ll review regularly and adjust as needed, so you stay on track and never feel left in the dark.
The plan isn’t the end — it’s the starting point for every smart decision we’ll make together.
