What is Financial Planning?

Financial planning means evaluating your current circumstances in relation to your priorities, goals, and aspirations in order to identify:

  • What is working well?
  • Where there are gaps?
  • How to be more efficient.

Our Process

1. Identify Planning Objectives:

Together we will discover what you want your personal, professional, and financial life to look like. We will work to make you feel like there was no stone left unturned and that we have a complete understanding of what is important, and why it's important to you.

2. Present Financial Plan:

As we review your plan you will start to gain clarity. We will show you how you’re doing, where there are gaps or inefficiencies, and discuss how much you need to save. Our aim is to make you feel confident about what is realistic and what objectives may need to be amended. 

3. Implement Strategies:

Once you give us the greenlight, we will bring you a comprehensive plan to help identify gaps and increase efficiency in your financial plan. These strategies will help bring security and organization; every asset on your balance sheet and every dollar you save will have a defined job description.

4. Monitor Results:

Any strategies you implement need to be held accountable. We will help ensure the strategies you choose to enact are doing their job and allow flexibility in case of something unforeseen. This step also serves to measure performance of your accounts relative to their benchmarks.

5. Review Plan & Objectives:

Every year we will go back to beginning to review your planning objectives. Whether there are little to no changes or it’s a complete rebuild, your plan will always focus on your priorities for the next 12 months without losing sight of the long term.

Reach your new level of financial confidence.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.

Growth and protection together can take you further. Growing wealth. Protecting what matters.

I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:

Protection strategies

Wealth accumulation

Managing tax advantages

Optimizing retirement

Leaving a legacy

Charitable planning