Each client goes through our step-by-step, personalized process. Within this process, we get to really know our client’s story inside and out. We help them identify the strengths, challenges, and opportunities they have in achieving their financial goals.
Clients will also get access to the latest technology which allows 24/7 access to all of their accounts, aggregated into one user-friendly platform –no more logging into several different online accounts to see the balances of all your investments.
We believe that our clients deserve the latest technologies so we are constantly exploring and investing into new platforms. Because of this, our planning approach tends to be more proactive than the typical financial advisor role with which most people are familiar.
Upon completion of our process, the client will receive a custom financial plan, as well as an investment strategy that is unique to them.
These plans are primarily built around life events, with retirement being the most common one. Other events include: wealth transfer, risk management, asset protection, and insurance.
For those interested in working with us, we came up with a simple yet powerful process.