We are advisors helping people navigate though financial matters to acheive certain and predictable outcomes using a six step process.
SIX STEPS (The How)
Relationship development - Openess and Trust
Information disclosure - important personal data
Analysis - what are the needs?
Present our findings and make recommendations
Implement recommendations agreed to
Review regularly to ensure plans remain current
CORE COMPONENTS (The What)
Financial Management - identifying opportunities for investing using cash flow forecasts/budgeting tools
Risk Managment - protecting your most valuable assets
Investment Planning - asset allocation, diversification via risk profiling and timeline setting
Retirement Planning - funds accumulation to ensure you never run out of money
Estate & Tax Planning - your virtual planning team of professionals
