Our Process

We ask you a series of questions to identify your interests, values, goals, and areas of concern.

We will review our findings to better understand your goals and what might be holding you back from achieving them. This step will help us gain a complete, in-depth understanding of your financial situation so that we can make appropriate recommendations that accelerate your progress towards reaching your goals.

The purpose of the Investment Plan Meeting is to provide you with an actionable investment plan that will maximize the probability of achieving your investment goals and clearly spell out our investment approach. The investment plan is a summary of our proposed investment consulting work which will include the Total Client Profile mind map, a summary of your current portfolio and our investment recommendations.

The purpose of the Implementation Meeting is to make a commitment to move forward. We only work with clients for whom we can make a significant impact. If this is the case, we will officially take you on as a client by executing all the required documents.

We help organize all the paperwork you have received and set up a system to keep it organized moving forward. We want you to have a clear system to help you continue to make informed decisions.

At our first Regular Progress Meeting we will present the strategic plan. The plan will contain a range of recommendations, each designed to address a specific financial concern. With your approval, we will then begin to implement the plan, focusing first on the action items of highest priority. At subsequent meetings, we will update you on the progress of the recommendations.