1. In-Coming

When addressing your financial needs, it is important that we have a comprehensive picture of your financial situation. We want to understand what you have and where you are so we can guide you towards your goals. We discover this information through our "Get to know you Questionnaire" and a complimentary meeting either in-person or video chat.

2. On-Boarding

On-boarding consists of creating a financial proposal and implementing it.

Before anything is set in motion, we will talk over our proposal and the reasoning behind it. Once you approve the proposal, we will start putting together and following through the process of establishing accounts, tracking transfers or rollovers, and confirming transactions. We will communicate with you along the way so you are confident you are moving towards your goal.

3. On-Going

We will reach out to you a month after your account has been with us. We want to confirm your access to all of the client portals and address anything that may have been overlooked in the initial process.

We will reach out to you around your account anniversary. Look for emailed documents that outline what your account is doing, but also expect a call so we can discuss and anticipate life events and how they will impact your finances.