Our Process

Identifying your goals

Finances are important, but they’re a means to an end, so we start with that end in mind. We work with you to identify your short and long term financial goals – this stage serves as a foundation for developing your plan.

Assessing your financial situation

We take the time to leave no stone unturned. We’ll make sure we understand your full financial situation.

Preparing your financial plan

We work with you to identify strategies and options that might help you reach your goals sooner and with greater certainty. Up until the commencement of this step, there is no charge to you.

Implementing the recommendation

Once you’re ready to go ahead, we take care of everything for you. You can sit back and relax knowing that the professionals have everything under control.

Regular monitoring

Once we have your affairs in order, you’re pointed in the right direction. Next, it’s time for us to walk that road together. This includes monitoring your situation at regular intervals including an in-depth review every year.