Four Step Process

Step 1 - Discovery period

During this period we learn more about you and you learn more about us. This gives us both a chance to make sure that your situation and objectives matches our expertise and that our methodology aligns with an approach you will be comfortable with.

 

Step 2 – Preparation of your personal financial plan

If we both believe that we are a match, we will then use the data we have collected and our conversations to prepare your personalized financial plan which will help us in the next step.

 

Step 3 - Investment selection

Once we know about you and have prepared your financial plan, we will make specific recommendations on account types and investments to reach your financial goals.

 

Step 4 - Implementation

After the recommendations have been presented and agreed to, we will prepare the necessary paperwork and begin the process of making your plan a reality.