Our Process

1. Engagement

An introductory meeting to fully explain how our service works, identify your primary objectives and answer any questions.

2. Discovery

Here we start to get to fully understand your objectives so we can develop well defined goals.

3. Research & Analysis

This is where we develop your Personal Financial Plan. We do this by covering a series of critical steps.

4. Present Recommendations

5. Implementation

Once you fully understand your plan and our recommendations, we put it into action.

6. Ongoing service and relationship

You can agree to an on going service from us. This allows us to, again, follow the critical steps to ensure your plan stays on track.