Our Process
Comprehensive approach
Our team believes in a process-based approach to reach your desired outcomes. By getting to know our clients, we are best positioned to provide unbiased investment advice that is truly tailored to our clients' needs.
How does the process look like?
We meet to identify your goals and needs, before we create a timeline to implement a financial plan. Upon implementation, we continue assessing progress throughout the year, every year.
What are the costs involved?
Upon creating a timeline for implementing your financial strategies, you will receive a fee-based quote. If accepted, we proceed to create your plan. Our focus at this stage is clear expectations of our services and process.