You’ll always have control and decide whether to stop, change or continue any of the recommendations we make. Our advice process involves seven key steps:
An initial meeting helps you find out about us and helps us get to know you.
We’ll ask you for information so we can understand who you are and what you’re aiming to achieve.
We’ll work with you clarify your life goals.
We evaluate your financial situation and formulate the right financial plan for you. We consider your tax, social security and estate planning needs and develop specific recommendations.
We discuss our recommendations with you and ascertain how you feel about them.
Your plan can now be put into action. We begin executing the agreed actions and help you make any changes you agree to make.
If you would like us to, we can periodically review your objectives, achievements and ongoing needs.
