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What is the Process?

A proper comprehensive financial plan takes on average 20+ hours to prepare and depending on the complexity could take many, many more.


Initial Interview


The process begins with a 1-2 hour interview where we ask many questions to get a big picture of your situation and encourage you to think about areas you may not have considered. It concludes with signing an engagement agreement outlining each others roles and responsibilities.


Data Gathering


We ask you to fill out a comprehensive questionnaire and supply us with copies of investment documents, insurance policies, mortgage documents, Wills, Powers of Attorney, Trust indentures, incorporation documents, tax returns, and any other pertinent information.


Data Analysis


We take all the data and the information from the initial interview and draw up an initial draft of the plan with some solutions and recommendations.


Draft Plan Review Interview


Together we review the draft plan and discuss your likes and dislikes about it and encourage you to offer additional suggestions as to how you would like see the plan. This typically takes about 2-3 hours depending on the complexity.


Preparing the Plan


At this stage we refine the numbers, incorporate the ideas and solutions identified and suggested, and put together a final plan.


Plan Review


Together we review the plan thoroughly to ensure you completely understand and agree with all aspects of it. We will continue to adjust the plan until you are 100% satisfied with it.


Plan Implementation


We will source and present to you the solution needed to implement your plan. We will clearly explain all aspects of the solution to ensure you are 100% comfortable and begin the implementation process.


Regular Follow Up


This is especially crucial in the first three months following the implementation of the plan to ensure that all questions and concerns are addressed and the implementation has been a success.


Following the completion of a plan we offer to answer any questions or concerns you have at anytime. As a trusted resource for unbiased financial information we are here to guide and advise you. We will work with you at no cost to update and change your financial plan through every significant life change and/or every 18 months. It is important to know that your plan is on track and have the confidence to go out and live your life!


To start your financial plan or to learn how we may be able to help you please contact us.


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