STEP 1: Performance

Setting out roots of growth
How do you want your money to perform for you? Performance criteria must be rooted firmly in your values and goals, for example life style and legacy goals. We help you to identify clearly and fully understand your values and your unique relationship with your investments.
 

STEP 2: Custom Strategy

Planning for comfort and protection
Once we understand the performance criteria, we gather all the information to prepare and present a custom strategy that meets your most pressing and long-term needs. Should you choose to accept the strategy, Smith Falconer Financial Group can execute and facilitate the plan on your behalf.
 

STEP 3: Value Delivery

Tending your assets
Once we are engaged, we ensure a seamless, stress-free transition and we manage your portfolio as outlined in your custom strategy. As your constant guardians, we monitor your portfolio's risk and return to meet your objectives and to ensure long-term stability and peace of mind.
 

STEP 4: Review and Renew

Ongoing cultivation
Smith Falconer Financial Group remains available to advise and guide you. We monitor and analyze results and review adjustments in market conditions as well as changes in your personal circumstances to update your custom strategy and to maximize our performance to meet your needs.