Our Planning Process
Most people are increasingly concerned about the quality of their lives and lifestyle in retirement, as well as the sufficiency of their assets to meet any contingency they may encounter once retired. We employ a Life Planning Approach – meaning that we help you to visualize what’s important to you and model the financial consequences that will help support your plans and dreams.
The planning process begins with asking the right questions and understanding your expectations for the future. It takes into consideration your financial needs and goals for retirement, risk management, and tax and estate planning. The plan is at the heart of each client recommendation and outlines the course for investing your portfolio.