5 steps to
The Discovery Experience
We hope our relationship will last a lifetime, but it all starts here. We’ll meet with you to talk about your life, your finances and your future. We might get to talking about things that are unexpected for a normal financial planner – but we’re not normal financial planners. There’s no commitment, just a conversation.
The imagination expander
This is our opportunity to challenge your preconceptions about finances and instead explore a world of possibilities. You might have some specific goals you want to achieve, or perhaps you’re open to new ideas. By the time we’re done we will both have a clear picture of how you want your life to look now and in the future.
The Consolidation Process
We will start to bring all of your assets, income and spending together to help build a picture of your current financial world. Finances can have a lot of moving parts and this process will create clarity from complexity. We’ll also identify the opportunities, strengths and threats that could have an impact on your life.
The Financial Gameplan
You have shared your ideas, now it’s time for us to share ours. Here we will present our recommended approach to your new financial plan. We will talk about what impact any changes will have now and in the future. Now you will be able to see exactly how your new financial plan will make the life you want to live possible.
The Action Enabler
With everything in place, it’s time to make it happen. With a new financial plan and a new sense of confidence, you will be free to make changes in other areas of your life. But as your life changes, so may your needs and goals. That’s why we will work with you to adapt your plan over time. And if life throws you a curveball, we will be there to help catch it.