1. In our initial meeting we get to know each other. We learn your financial goals and concerns and find out if we are the right planner for you.
2. We ensure we have all the information we need to provide you with expert financial advice.
3. We present our proposal to you covering all of your financial needs and goals, in clear and simple language.
4. We will use our expert external providers to implement your financial plan in the most efficient and cost effective way possible.
5. We review your plan on a regular and timely basis to ensure it always stays current and in line with your ongoing needs.