My Financial Planning Process

I use a 6 part process in helping my clients identify, understand and address their financial priorities. I am also a big believer that communication between my clients and I is s 2 way street. 

  1. I start by helping you identify what your financial priorities should be. 
  2. Together, we will analyze your priorities in order of importance in detail to determine what your financial need is in each category. 
  3. I will show you a range of product options or strategies to meet your needs as we uncover them, explaining the pros and cons of each choice. 
  4. I will help you put the most appropriate, affordable solution in place for your circumstances. 
  5. We will then move to your next priority and deal with it until we have addressed all your financial concerns and objectives and put appropriate solutions in place. This is how I help you create a total financial plan….one piece of the puzzle at a time. 
  6. Through ongoing visits and 2 way communication, together we will monitor the various components of your financial plan and make adjustments as required as your life evolves over time.

I see the above process as similar to how most of us would renovate our family home. Most people would not rip every room apart and try to renovate the whole house at the same time for obvious reasons. Your financial planning should be no different to me because aside from your desire to achieve financial success, the most important aspect of any financial decision you make is your strong belief that it is the right decision. That belief is what will fuel your commitment to your plan over time because as we all know, sometimes life throws you curve balls which often knock long term financial plans off course if the commitment to them is weak. 

And the best way I know to have my clients understand every aspect of their overall financial program is to not overload them with too much information they cannot digest and properly process. 

So if the bathroom has a leak behind the shower which is dripping into the basement then we should probably fix that before re-­‐designing your kitchen, and building you a new deck. Make sense? 

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.