Our Approach to Financial Planning is Very Simple

 
1. Getting to know you
The purpose of our initial meeting is to gain a better understanding of your current situation and how we may assist you. The completion of a Personal Viewpoint and a Personal Financial Overview is the primary tool we use to do that.

2. Prioritizing
In this step of the process, we discuss the results of the Personal Financial Overview, determine what is most important to you, organize them in order of priority, and decide our next step.

3. Strategizing
Our next step is all about presenting the most suitable strategies that will address your urgent and important priorities. We will discuss the merits of each and help you select the one with which you are most comfortable.

4. Implementation
This is the most important step because it is the culmination of all the other steps leading to this one. Once it is clear that you have a good understanding of the products selected, we will proceed to implement your strategies.

5. Ongoing monitoring
We will monitor your current strategies and look to develop new ones that would be of benefit to you.

6. Periodic reviews
We provide periodic reviews to discuss the progress of your financial plans, reevaluate product selection, and make adjustments as necessary.