Getting to know you. Understanding your individual and family needs, goals, circumstance, time horizon, financial status, investment knowledge, risk tolerance, what is important to you, and what you want to achieve, will allow us to provide suitable recommendations. 

Analyzing all the information we've collected, we will create a comfortable and suitable customized plan that suits your needs and objectives, which will then be presented to you to obtain your feedback. 

Once the plan has been tailored to your level of comfort and you are ready to commit, we will begin to execute the plan. 

Annual reviews are crucial to ensure we are on track to help you reach the set goals and do any adjustments if needed. And have discussions on any new plans or goals that you may have to add to the plan.