Our relationship is based on a simple three-step plan. In a nutshell, it starts with a quick phone call or video call from which we’ll arrange a free, no-strings initial meeting. This is our chance to get to know one another and outline the ways in which we can help you achieve your financial goals.
If you decide to work with us, we’ll create a comprehensive financial plan based on your goals, responsibilities, investments, protection, tax planning, wills and powers of attorney. It’s a route map for success and a clear strategy for the future.
Once you’re up and running, an annual meeting will update your position, cashflow model, and progress, and we’re always on hand to provide support and to answer your questions.