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Our Process

As a comprehensive financial planning firm, we make sure to cover all the bases — income, investments and more — to ensure a cohesive approach is applied across all channels.

With every decision you make, you will have a clear understanding of how it will affect other aspects of your financial situation, both in the present and in the future.

Here’s a brief overview of what you can expect when you work with us:

financial planning step 1 - consultation


Complimentary Consultation

Either in-person, over the phone or via a virtual meeting, we’ll discuss the overarching reasons for your interest, as well as explain the benefits of our services. First and foremost, we want to make sure we’re the right people for the job. In order to determine this, we’ll identify your initial expectations and then review some of the key advantages of this potential relationship.

financial planning step 2 - in depth discovery


In-Depth Discovery

Once both of us decide to proceed, we’ll request relevant financial documents to gain a better understanding of your situation to prepare for our initial discussion. During the discussion, we will work together to determine your short- and long-term goals and establish a benchmark for measuring your progress. By the end of this meeting, you’ll have a clear vision of the journey ahead, as well as how we can best serve you.

financial planning step 3 - Execution & Adjustments


Execution & Adjustments

After we have established your objectives, we will develop potential solutions for achieving these goals. We will then sit down with you and explore the potential solutions, explain our recommendations, as well as offer insight into any necessary next steps. Once your financial plan is finalized and implemented, we will continuously monitor and review each aspect of the plan to help ensure it is succeeding as intended. During this process, through consultations with you, we’ll modify the strategy to optimize its success given any new developments.

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