As you go through your financial journey, your circumstances and the broader economic conditions will change. By reviewing your situation and tweaking the strategies accordingly, we can ensure that you stay on track towards reaching your goals. Our review process is an opportunity for a detailed and comprehensive discussion about what’s important to you.
We know your time is precious and we want you to get the most out of our meeting so we offer you a few simple, easy-to-use, online forms to provide us with information prior to the meeting.We believe our time together should be spent on productive strategy discussions and not on information collection.During the meeting, we will discuss and confirm your goals which may have changed since the last time we met. We make sure we address issues you have identified as important to you and we use our modeling tools to provide you with real-time explanations of how different strategies might work for you.Once we have identified and agreed to a strategy you are comfortable with, we document the strategy and determine the structures, products, and policies required to implement the strategy. We may also work with other professionals such as accountants, solicitors, or lenders to help you plan to achieve these objectives.