STEP 1:
Discovery Meeting
We examine your current situation and identify the goals you would like to achieve. We also identify any challenges you face in achieving your goals and consider how we can increase the probability you will achieve them.
STEP 2:
Investment Plan Meeting
We present our review of your current situation and our recommendations for how we can bridge any gaps to reaching your goals. This plan forms the foundation for all of our work together.
STEP 3:
Mutual Commitment Meeting
We are ready to make a mutual decision about whether we can add substantial value, and whether we should work together. A decision to proceed means we all commit to working together to achieve everything that is important to you and your family. We also execute the documents necessary to put your Investment Plan in motion.
STEP 4:
45 Day Follow-Up Meeting
We help you organise your paperwork in a folder that we provide. We also answer any questions you may have, so that you understand exactly what is happening with your money.
STEP 5:
Regular Process Meetings
We provide an opportunity to review any major changes in your personal or financial situation since our last meeting. If these changes mean we need to make adjustments to your Financial Plan, we do so. We also review overall progress toward your long-term financial goals. The initial Regular Progress Meeting is also an opportunity to implement advanced planning recommendations. Subsequent Regular Progress Meetings will be scheduled at intervals as agreed in the initial Regular Progress Meeting.