Skip to main content

Fit Process


We truly believe that time is one of our most precious gifts, and each of us has the same 24 hours every day. With this in mind, we've chosen to dedicate our efforts to a select group of clients who we genuinely enjoy collaborating with, and who appreciate our personalized approach. To ensure a harmonious partnership, we've developed a thoughtful process to determine if we're the right match for each other. 

Are we a fit?

Our journey together begins with an initial meeting. During this time, we'll introduce ourselves and share a welcoming introduction kit about our practice. The goal of this first meeting is to deeply understand your goals and aspirations, while also giving you a clear picture of the value we bring to our clients.

STEP ONE – After Our Meeting

We'll take a couple of days to reflect and then schedule a follow-up call. This gives both of us the space to thoughtfully consider whether we wish to embark on a professional journey together. If we find that we're not the perfect fit, we'll do our utmost to guide you towards a resource that can better meet your needs.

Should we decide to move forward together, the next step is Data Gathering.

STEP TWO - Data Gathering

We'll arrange a second appointment and provide you with a checklist of documents that will help us gain a comprehensive financial perspective.

During this meeting, we'll review your statements and other financial information and begin crafting a Financial Strategy Action Plan along with a comprehensive wealth plan. These tools are designed to track significant life events and monitor your progress.

STEP THREE - Recommendations

Our third meeting provides an opportunity to review the progress we've made, explore our recommendations, and collaboratively decide on the next steps.

STEP 4 - Implementation

Once we've implemented our plans, our support doesn't end there. We continue to offer advocacy services, including scheduled review meetings, invitations to various events, and additional opportunities to nurture and grow our relationship.