We Love Seeing Our Clients
Experience Life to Its Fullest
Departing for a voyage without a map is a sure way to end up lost. Navigating towards financial freedom is no different.
Without a plan and a principled investment strategy, you may encounter financial roadblocks or take a few wrong turns along the way. With structured financial and investment planning, you’ll have a compass in hand to expedite your way toward financial freedom.
Our Mission As a Firm Is:
To mentor clients toward sound wealth management and financial freedom, so they can create moments worth savouring and celebrating.
Who do we work with?
People who tend to believe in:
- Family, however they define it
- Being down-to-earth, trusting and pleasant to work with
- The value of planning and professional advice
- Avoiding timing the markets with stock picking
- Long-term investing
- Having a financially conservative mindset
- Owning or desiring to own real estate
- Saving diligently, typically with at least $500K in investable assets
What do We Do?
We offer a consultative experience with a unique blend of psychology and financial acumen.
We create a tailor-made plan that requires discipline and budgeting based on your life goals and values. We develop a close, active relationship to anticipate your needs and monitor your financial plan.
Having a peaceful retirement begins with sound, comprehensive planning. We work with you to construct a roadmap and manage your wealth as you reach toward financial freedom in retirement.
Effective investment management acts as the cornerstone of a well-crafted financial plan. As we develop your tailored portfolio, we invest in asset classes that align with your personal comfort with risk, individual goals and personal values. We mindfully work together to wisely manage and allocate your investments.
How does this work?
Initial Phone Consultation
Our process begins with a 15-minute phone conversation to get to know you, answer basic questions and gain a better sense of what you are looking for in a financial planning relationship.
INITIAL OFFICE MEETING
45 TO 60 MINUTES
Our primary objective of this meeting is to identify and select goals that align with your hopes, aspirations, and core values. We will begin by listening to you because we want to understand both the quantitative and qualitative aspects of your life and financial circumstances. This will give us a clear picture of where you are financially and where you would like to be in the future. In this meeting, we will also discuss our planning process, investment philosophy and any associated fees.
THINK ON IT
Hiring an advisor to work with is a decision that shouldn’t be rushed or taken lightly. We do not expect nor encourage you to make the decision hastily. Why? Because we’re looking to build long-term relationships with our clients. That means that before you make any final decisions, you should feel comfortable and trusting in our new relationship. Still have questions we didn’t answer? Feel free to reach out anytime.
This is the stage where any further questions or concerns you may have should be discussed. We strive to be transparent with our clients and client-prospects. It is imperative during the contracting stage that we each have a clear sense of roles and responsibilities. When you are ready to move forward, we will take care of the necessary paperwork and guide you in each step of the process.
Because we value working with those who we believe are a good fit for our firm, we tend to be selective in bringing aboard new clients. If we mutually decide to work together, we’ll work in tandem to move accounts, build a financial plan, implement your investment strategy and more. We’ve found that successful client experiences happen with good mutual agreements and communication.
MONITORING AND ADAPTING YOUR PLAN
As you work towards your goals, we will check in from time to time, reviewing your situation and making any necessary recommendations and adjustments to keep you on a smart path.