We Know You’re Unique
Our six-step process is designed to ensure you get on course and remain on track to achieve your personalized goals.
Step 1:
Identify
Before we recommend any product or service, we’ll ask questions and get to know you, your unique situation and goals.
Step 2:
Gather Information
Once we have a clear understanding of your goals, we gather documents and other information to work out what assets and liabilities you have before giving advice.
Step 3:
Analyze
We analyze your portfolio and policies to create your custom financial plan, which is a road map to achieving your goals and dreams.
Step 4:
Present Custom Plan
You will be presented with your custom goal-based plan, which will allow you to make informed decisions.
Step 5:
Implement*
Once you are satisfied and ready to be on the path to achieving your goals, we work with you to implement your strategies.
Step 6:
Accountability
Because your goals and financial situation will change over time, we continue to work with you and guide you over time through regular reviews so you can continue to meet your goals.
* Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
