Our Process

it starts with you

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.

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 plan. The more open and transparent this phase is, the more detailed our plan will be.

Detailed Planning

Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals. This plan 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.

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.

our process

it starts with you

Introductory Meeting

Exploration & Preliminary Planning

Detailed Planning

Ongoing Support & Advice

Schedule an appointment today