We believe every client is unique and special in their own way, so the recommendations and plans we craft reflect that. Our process starts off with an introductory and discovery meeting, followed by planning and presenting, then committing and executing, and finally following up with reviews and new discoveries meetings.

1. Introduction & Discovery

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. 

2. Planning and Presentation

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. 

3. Commitment and Execution

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

4. Review and New Discovery

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.