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OUR PROCESS




We have a very specific and well-honed process by which we engage our clients to create a unique strategic financial plan. We then coach them to make educated choices about their money, work toward their personal goals and, ultimately, live a life in line with their core values. 

  • Learning about You – We have a conversation about your personal values and your needs.  We conceptualize your personal milestones and take a “snapshot” of your current financial situation.
  • Creating your unique plan - We review your documents, research your particular needs and concerns (communicating with other experts where necessary) and design your financial plan according to your personal milestones. Your financial plan will be customized: taking into account adequate cash reserves, risk management, estate planning (wills and trusts), investment strategies, efficient tax strategies and debt elimination.
  • Taking action on your plan – The most important step is the process.  We personally coach you along on the steps which require action on your part.  We also keep you closely informed on the implementation of the recommendations that are our responsibility.
  • Ongoing coaching and monitoring – A good financial plan needs to change and grow with your lives, it is an organic process.  We meet with you annually to adjust goals where necessary and to monitor your progress towards those goals.  We are also available to you throughout the year for advice on any events or questions that may come up during the course of time.