Our process begins with a single step, the Discovery Meeting, and then follows a structured client management process to establish a foundation for success.
This results in a thorough strategic plan, unique to you, with step-by-step actions which we implement and manage to ensure what needs to be done, is done, on time and in full. We work in respectful collaboration with your external advisors to ensure to ensure a cohesive plan.
A sound financial and wealth management plan is never ‘set and forget’, there will be times when we get surprised by both positive and negative events in life. We have tools and systems to help, but it is the human connection and routine review that matters most to keeping you on track.