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Our Process


Step 1: Fact Finder

In financial planning, as in life, it is not possible to be ‘all things to all people’. As such, we begin our process by determining whether we are a good fit for each other. We ask questions to determine where you are currently and where you would like to go.

Step 2: Analysis

Once we’ve gathered all of your pertinent information, our next job is to work on charting a course to get you to where you would like to go.

We use our years of experience to sift through the information and develop recommendations for your situation.

Step 3: Implementation

Constructing a plan without putting it into action is a fruitless endeavor.

Our job is twofold: To educate and to motivate!

We develop and prioritize our customized solutions but the financial decision is in your hands. We are advisors and you decide the schedule that best fits your budget and time frame.  

Step 4: Ongoing Review + Service

It would be nice if you could create a financial plan and let it run on autopilot for the rest of your life.

Unfortunately, this rarely occurs.

As such, it is important to review the plan regularly to ensure that the plan evolves with you.

Whether it is a major life event (birth of child, marriage, job change, retirement) or external factors such as volatile market conditions, regular review of your plan is essential. 

Call (905) 542-1540