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Our Process


Our team offers an advanced and diversified approach to financial and retirement planning. We believe our four-step process is what our clients value most. Listening to our clients’ needs, understanding their financial goals and building and maintaining a trusted long term relationship is what makes us thrive.

Step 1: Initial Meeting

Setting up a time to meet with us is the first step. Here, we get to learn about one another, ensuring we are the right fit for each other while discussing your financial goals. This is where you tell us about your family, goals, dreams and aspirations.

Step 2: Analysis

In this step our focus is to review and analyze your current investments and statements to develop an adequate investment strategy. The plan is then presented to you before moving on to the next step.

Step 3: Implementation

Here we take your personalized investment strategy and work with you to open your account(s). Your investments will then be managed in your portfolio.

Step 4: Ongoing Review

We continuously manage and monitor your portfolio and make the necessary changes to potentially seek a positive outcome. We also meet with you regularly to keep you informed about your investments to ensure the investments strategy is still aligned with your financial goals.

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