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Approach

We aim to be our client’s core financial planner.  We can provide financial advice on a broad range of topics.  We can also recommend other professional advisors, such as accountants and lawyers, who can assist you with the many different aspects of your financial plan.

Our relationship with our clients starts with the development of a comprehensive financial plan to achieve their long-term and short-term goals.  Our planning process differs from most in the way that we analyze your situation.  All plans are created using a cash flow analysis which is much more precise in determining the viability of your goals.  You will be provided with a written report.  The plan will be reviewed and if necessary, updated on an annual basis to reflect changes in your objectives and key assumptions.

What to expect from our process…

  • Establish how we will go forward, and what to expect from each side of the relationship.
  • Gather your data and determine your goals and expectations.
  • Clarify your present position and identify opportunities and challenges.
  • Together, develop and present your financial plan.
  • Implement the agreed on plan.
  • Ongoing monitor of the financial plan.

"We aim to be our client’s core financial planner."