ADVICE PROCESS

When our independent financial advisor is preparing to give advice, they follow a process.

This allows our people to better tailor what they are about to suggest to the needs of a client. This process provides a better structure for our customers.

These steps are interactive, relying on open communication. At any point, the client can come in and have their say. This allows us to deliver better quality results, tailoring the financial advice to your situation and needs.

The first step is the initial consultation. Here are the meet and greet stage, where we get to know you and your finances. We discuss where you are now and where you want to be, along with any related topics. We will discuss risk aversion, your preferences, your assets, and even your spending habits.

This initial step is crucial to building a foundation. We hope to build a relationship with you as a client, using it as a bedrock for your financial future.

Once we know what your goals are ideals are, we build your financial plan. We create a personalized model, offering various strategies that suit your objectives.

After another consultation to pick the options, we present a finalized plan. This plan will be the core strategy we offer so you can achieve financial freedom, outlining the specific steps and internal goals that are stepping stones in pursuit of your ultimate objective.

From there, we implement the steps. We take action to procure documents necessary on your behalf, while also keeping you abreast of all progress.

Finally, we conduct an ongoing review of the investment portfolio and investment plan.

This allows us to keep you updated on changes, as well as give you ample time to alter the plan in case something happens. You are made aware of where things are and where they might be headed.