Everyone has a different financial advice need, a different financial pathway and different goals.
Your financial advice journey will be uniquely yours.
We follow some fundamental steps to best understand how we can help you achieve your best financial life:
An introduction meeting to make sure you are comfortable with us & for us to understand what you need.
A discovery meeting where the conversation is more in depth, so that we can understand the detail of what is important to you, in your financial and non- financial life. We use this time also for gathering factual information.
We present to you our ideas about what we can do for you and provide you with an engagement proposal to work with us.
When you have decided we are the right fit for you, we can get started on generating your advice, presenting this to you and stepping you through the implementation.
We prefer to continue to work with you in an ongoing advice relationship so that we can keep you on track to achieving your goals and the financial life you aspire to.