Our Process

Wrapping It All into One Plan

Our team of financial professionals helps you develop a successful financial plan that not only benefits you but benefits your family and your employees. There are many financial products in the market and choosing the ones that best fit your current and future needs are key to achieving your financial goals. We begin by assessing your individual needs and work with you to choose from a comprehensive suite of products and services that address your unique situation. 

Our systematic approach to Financial Planning services includes:
  • Discovering You: We realize that financial planning is all about YOU! And the only way that we can deliver what YOU need is to understand what those needs are. We do this through a consultative discovery approach of getting to know you and helping you understand what we can do for you.
  • Strategizing: Now that our professionals have a better sense of who you are, and what you wish your financial future to look like, we can work together to create a financial strategy to help you fulfill those financial objectives.
  • Holistic Planning: Cookie cutters don’t work for us – and we believe they don’t serve the interest of our clients either. Through our systematic strategy-building process, we’ll create personalized, holistic plans – for the short, intermediate, and long-term, that will help fulfill your overall financial strategy. Our planning process is intensive, and we do it using a consultative and iterative approach. Each session brings us closer to helping you achieve the financial objectives we set together during the Discovery phase.
  • Present Implementation Strategies: Now that a plan has been developed, we’ll walk you through how you might choose to implement it. Whether it’s making investment decisions, choosing the right insurance plan for you and your family, saving enough (and regularly) to reach your retirement goals, or funding an Estate Plan that preserves your legacy; our qualified Financial Planners will be right there by your side as you take each step. Through foresight, encouragement, and professionalism, we’ll make sure each step of the plan is carefully crafted to consider your needs.
  • Frequent Reviewing and Monitoring: While we’ll laud you if you choose to implement a financial plan, we’ll stay vigilant throughout the process to make sure you stay on track to meet each of the objectives set out in the plan. Through constant monitoring, and frequent reviews with you, we’ll consult with you and make modifications to the strategies and plans as and when needed.
The financial planning process takes you to the place where your financial plans, hopes, and goals can become reality.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. 

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. 4878178 DOFU 8/2022