How We Work
Methodically. This way we don’t miss a thing and you know exactly what to expect at each stage.
1.
Initial Chat
In our first meeting, we’ll get to know you better. We’ll discuss your financial concerns, goals, and what you want to achieve with your wealth. This conversation helps us ascertain whether we are able to assist you. We’ll also explain our fees and the next steps if you decide to continue. The best part? This meeting won’t cost you a cent!
2.
Information Gathering
To create a personalized plan, we’ll need to know all about your current financial situation and your short and long-term goals. It’s like piecing together a puzzle to build your financial roadmap..
3.
Crafting Your Financial Plan
We’ll put together a well-thought-out plan based on the information you’ve provided IN STEP 1 & 2. Think of it as your financial GPS – guiding you toward your goals.
4.
Making Recommendations
We’ll share our research-backed recommendations to help you achieve your financial goals. We’ll take the time to explain your options thoroughly, ensuring you feel confident in your choices.
5.
The Action Plan
Once you’re on board with the recommendations and understand them, we’ll kick-start the implementation process. Be ready, though; this part might require some time and stamina as we work through the details and paperwork.
6.
Ongoing Maintenance
We regularly review your financial plan and suggest adjustments as needed. If your circumstances change, let us know promptly so we can adapt your plan. We’ll meet at least once a year, or more often if necessary.
Please do ask questions at any and all times. When you choose us to manage your wealth, you’re entering a long-term partnership. While the process may take some time and involve patience, don’t be discouraged. The sooner you start with a well-planned strategy, the sooner you’ll see results in your finances.