As your Wealth Management team, our goal is to simplify your financial life so you can focus on what matters most to you. We will consider all your assets, liabilities, and personal circumstances to help you make informed financial decisions. Here’s how we’ll work together:

1. Understand: During our initial meeting, my priority is getting to know you. We will listen as you explain your goals, needs, dreams, and challenges. Through our conversation, we’ll uncover the details of your financial life and carefully consider if we are a good fit to work together. We’ll discuss your long-term and short-term goals, priorities, and the investment strategies you already have in place. We’ll share information about our team and answer any of your questions
2. Plan: Before we can develop your plan, we need to know your complete financial picture. We will gather information and details of your current financial situation. We start with your life and plan your money around it. Our deep analytical approach and comprehensive evaluation include understanding your risk tolerance, dreams and priorities, retirement goals, estate investment planning needs, risk management, and insurance needs.
3. Propose: After we have a good understanding of where you are financially, we will then share with you the different options we find most appropriate for you, educating you on the advantages and disadvantages of each strategy.
4. Implement: Our next step is to present our recommendations. In combination with our eMoney platform, which allows you to easily understand your probability of success, how your portfolio will grow and goals will be accomplished through its data visualization.
5. Revisit: The plan set in place, is not a set- it-and-forget-it experience. You will experience many changes over the course of your life, whether it’s purchasing a second home, losing a loved one or job, selling a business, or welcoming a new addition to the family. Your goals may also change based on these events. We are constantly revisiting to ensure the client’s overall plan is either still tracking to the original goals, or whether it needs to be adjusted to accommodate new goals or unexpected life events.

We are here to help guide you through this process and ensure that you feel heard and that your problems and goals are addressed throughout your whole life with great customer service. Let’s work together to achieve financial success! 😊