How We Work

  • We believe each client should have total planning, not product selling

  • We believe management of your investments / retirement should be measured on personal needs and not chasing returns

  • We believe our experience of helping preserve wealth over 30 years gives us insight into many different situations so we can understand your circumstances

how we work

How We Approach Our Financial Planning Process

Financial planner

Through our 4-Step Financial Planning Process, our team will strive to remove anxiety and be a force of calm in our clients’ lives in order to help them prepare to achieve their financial goals, pass down assets to future generations and retire in the most tax-efficient manner.  Reaching your financial planning goals does not consist of a straight line, but we will help manage that roller coaster of life.



During the Mind Mapping Meeting, you will share your goals and objectives so we can get an overall view of your situation before collaborating on a plan.

2: financial Planning

We will propose a plan that will help you live the life you want now and in the future.

3: Investment Strategy & Allocation

Based on your Financial Plan, we will determine an investment strategy that aligns with your goals. Our strategies focus on keeping cost low, tax efficiency and effective diversification.

4: Ongoing Plan Management

Our Financial Planning Process does not end here!  You can count on us for continual evaluation of your plan and investments and make adjustments as needed. We provide a continuum of support and advice to you and your family for generations to come.

Investing involves risk, including the potential loss of principal.  No investment strategy can guarantee profit or protect against loss.