Navigating you to certainty.
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Your Path
We understand that a great financial plan has to be able to change along with life's circumstances, and when it does, we're here every step of the way. Here's how we take you through the process - from building your understanding and setting you up for success to continuing to work with you to make your goals a reality.
1
Discussion
In your first free consultation, we...
- Get to know you, your situation and goals.
- Give you an idea of how we can help you.
- Book the next time to catch up.
2
Strategy
In our next meeting, we'll discuss an in-depth strategy with you and work with you to build your understanding.
Then when you're happy to proceed, we'll present your Statement of Advice which has all our formal recommendations.
3
Implementation
Now that you've got your strategy and recommendations, we'll make all the changes on your behalf.
This is where you sit back and let us take care of the rest.
4
Ongoing Support
You're now set in the right direction, but that's not all.
We're there to...
- Keep a watchful eye on your portfolio.
- Help at tax-time & answer any other questions you may have.
- Adjust your strategy for any major changes such as job loss or a new retirement goal.
- Provide you a complimentary review at the end of 12 months to make sure you're on track.
We know we can help you.
Reach out for your free consult,
and let us do what we do best.
Navigating you to certainty.