3-Step Client Planning Process

1st Meeting - Discovery / Philosophy (2 Hours)

  • We spend a considerable amount of time trying to gain a full understanding of you and your unique financial situation
  • The decision to book a 2nd meeting is left with you


2nd Meeting – Wealth Plan Presentation (2 Hours)

  • Based on the information from our 1st meeting, we create your Wealth Plan that connects your financial goals and resources
  • Your Wealth Plan:
    • Analyzes your current situation, including costs
    • Projects when you will need your money
    • Considers milestones
    • Includes your Investment Policy Statement (IPS), outlining how we will invest your money


3rd Meeting – Signing (1 Hour)

  • Once you decide to proceed, we complete all the new account documentation, then we review our client relationship including reporting and regular communications


Please contact us to book an initial telephone conversation to discuss the next steps.

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