Process

Engage • Enlighten • Empower

Regardless of whether you seek assistance with personal financial planning or business financial planning, we will take you through a comprehensive financial planning process that looks at every single aspect of your current financial position.

We are dedicated to helping you visualize and implement what is required to reach your personal and financial goals.

We engage in a personal interview to jointly determine if we can add significant value to your plan. If we can’t, we will let you know upfront.

Next we enlighten you through a series of education meetings so we are working together to create your financial plan to help maintain your standard of living to and through retirement.

By working together in a straight forward manner, we will empower you to make informed decisions to achieve results that are meaningful to you. We want you to become an active contributor in designing your financial future.

We add an extra “E” – eMoney - the industry’s most advanced software, stress testing your plan through Monte Carlo simulations in order to understand the impact different decisions have on your future. We explore different paths and model potential future outcomes.

Our job is to help you prepare for the risks you anticipate, as well as those you don’t.

How Much Heavy Lifting Will You Need To Do?

Many financial firms provide financial advice, but leave much of the ‘homework’ to the client. We understand that life can get in the way of even the best of intentions. To that end, we also offer an optional level of service that offloads the responsibility of ‘getting it done’ to our capable support team. No more procrastination, no more guilt: we will help you take care of the financial items on your to-do list.

Time To Implement Your Plan*

Once your plan is delivered, we can also assist with implementation through suitable products and services sourced from reputable firms. We offer regular reviews, while remaining in close contact with you throughout the year so that we can monitor changes in your position and proactively plan for the future.

Assessing Your Progress

*The client is free to implement the plan recommendations with whomever he/she chooses. Periodic reviews or updates require a new agreement and may be subject to additional fees.