We follow a results-oriented, four-step wealth planning process that ensures a disciplined and comprehensive approach to enhancing your wealth.
We will guide you through a broad discussion focused on your values, responsibilities, interests, overall assets, financial needs and desired investment outcomes. This allows us to personalize all available strategies and services to your unique objectives.
Using all the details in your Client Profile, we will work with you to construct a proactively managed and nimble Wealth and Estate Strategy. Your strategy contains specific and measurable milestones to keep you on the right financial course towards your goals.
Once we have come to a mutual agreement on your Wealth and Estate Strategy, it will be put into action. If needed, I will engage a network of wealth and estate planning specialists* to implement specific financial planning strategies.
We will establish the frequency of Progress Meetings to review your investment portfolio and discuss any updates to your Client Profile or changes to your circumstances. If any of your investments are not moving you towards your goals, we may recommend suitable alternatives.