Planning

HOW DO WE GET STARTED?

Our approach encompasses a number of steps to help us understand all of the relevant aspects of your financial situation providing you with financial advice that helps you meet all of your life goals.

Contact us to set up a meeting and download and complete the  icon-file-text-o Confidential Client Questionnaire.  Fill it out to the best of your abilities and bring it to your first meeting.  This information will help set your plan in motion.

 

GOALS, OBJECTIVES & FINANCIAL RESOURCES

Step 1 – Understanding: getting to know the goal & objectives you have for your family’s future is the only way we can be sure that the financial advice we present to you will meet your needs.

Step 2 – Financial Analysis: once we have an understanding of your current financial situation, we use this information to create a financial snap-shot of your net worth, retirement and insurance needs.

FINANCIAL SECURITY ANALYSIS

Step 3 – Retirement: with a clear understanding of your current situation, the next step is to compare the capital resources you are projected to have the retirement to the capital you will need.

Step 4 – Risk Management: life happens – and so do unpredictable events that can alter the course of even the best laid financial plans.

STRATEGIES & RECOMMENDATION

Step 5 – Implementation: the financial plan that we prepare will provide you and your family with strategic choices which have been designed to reduce income tax liability and improve overall returns and security from adverse events.

Step 6 – Monitoring & Review: finally, we will provide a clear road map, which will outline specific time-lines, benchmarks and review time-frames.

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