Our Process

Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why we take a needs-based approach to our financial planning strategy. Our four-step process of analyzing, recommending, implementing, and remain on course as life unfolds.

Analyze

Before we recommend any product or services, we ask questions and get a clear understanding of your financial goals, concerns and objectives. We then analyze your financial portfolio to identify any gaps that may exist in your planning.

Recommend

We provide you with suggestions to fill in the financial planning gaps and offer solutions best suited for your goals.

Implement*

If you’re satisfied with our recommendations, we work with you to implement your strategies and secure the required products and services to help ensure your financial future.

Review

Because your financial situation is bound to change, we work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals.

* Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.