Personalized Planning
The first step in our approach to planning is understanding where you want to go so we can build and provide an actionable, accurate, and reliable plan.
The 3 pillars of Planning
Protect Your Wealth
Working to grow your wealth is only part of the picture. Your plan should also strive to protect your wealth against liabilities that aim to reduce your earnings.
What makes a good and solid plan is a well-balanced portfolio that aims to protect against volatility, using both stock market and private capital options.
We assist with tax preparation and can offer guidance on mitigating tax impact.
Plan Your Retirement
Our planning approach aims to give you income throughout retirement while still giving you the flexibility to enjoy life today. We’ll develop a long-term strategy that considers your current needs and wants, as well as the lifestyle you aspire to in retirement.
Through ongoing check-ins and plan reviews, we’ll help you stay accountable and motivated so that milestones are met and your retirement goals are attainable.
Build Your Legacy
Together with your estate professionals, we’ll help ensure that you’re able to create a legacy with meaning while minimizing the financial impact on your surviving loved ones.
As a business owner, succession planning is key to passing on your values, as well as your day-to-day responsibilities, to the next generation of business' leadership.
Our Four Point Meeting Process
A Multidisciplinary & Integrated Approach
We consider all elements of our clients financial situation, including requirements, challenges, and goals and it all starts from the onset of our onboarding discussion and is the core of our focus with every recommendation we make.
Meeting One: Discovery
Our first meeting is an opportunity to get to know you. We’ll discuss your goals, income, needs, and net worth. This stage focuses on listening, answering questions, and determining if our values align.
Meeting Two: Analysis
Based on our discovery session in Meeting One, we’ll present a current portfolio analysis, as well as a new portfolio strategy and retirement plan. As we develop your plan, we’ll keep you informed, provide context, and ensure that you’re involved and continue to be heard.
Meeting Three: Details
We discuss your new strategy and our approach to bringing you closer to your goals. We’ll review how it applies, answer any questions or concerns that you may have.
Meeting Four: Implementation
Executing your plan is only the beginning. We want to make sure that we’re setting a cadence for ongoing reviews, check-ins, and updates. More importantly, we want to know how you’re doing outside of just finances. Our doors and inboxes are always open, whether you have a question, or just want to chat.