What you can expect
First up, we invite you to attend an introductory meeting to see how we operate and how our process can help you. This meeting – conducted at our office – is at no cost to you and is completely obligation-free.
At this meeting, we share with you how we operate, describe the services we offer and detail our fees. We describe broad strategies that we are using with other clients who may be in similar situations to you, to help you gauge how we can be of benefit to you.
After this meeting, if you decide to proceed with us, you will be invited to participate in the following three phases:
PHASE 1
Getting
Started
|
Step 1: Fact find meeting |
So we can ensure we are meeting your needs, we clarify with you, the scope of services
you are seeking. Next, we obtain all relevant details about you, your circumstances & aspirations and using this information, we construct your personalized financial plan. |
| Step 2: Plan presentation meeting |
Your plan is presented and explained to you, with the opportunity for questions and clarification. |
|
PHASE 2
Putting your
plan into
place
|
Step 1: Implementation meeting |
With your agreement, the strategies that are recommended for you are put into place. |
| Step 2: Follow-up meeting |
Once everything is finished, we meet again to go over it with you. |
|
PHASE 3
Staying on track
|
On an ongoing basis, we stay in regular contact by:
·
Answering your routine queries about financial matters
·
Providing ongoing financial re-modelling for you as your circumstances change.
·
Conducting an annual face-to-face review with you to monitor your progress
·
Getting in touch with you if new legislation or changing market conditions affect
your financial plan
·
Updating you on any financial product changes that we believe could impact you.
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