| 1. |
Initial Meeting: One of our professional teams meets with you and your spouse/partner to discuss the goals and objectives you have
for you and your family. |
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| 2. |
Communication
Interview: A formal Financial Summary is developed using your data, driven
by assumptions identified in the initial meeting including a detailed 10 year planning model. It is
reviewed and re-documented in its entirety each year as a key element of a full annual review.
Using your Financial Summary and the triggers we've discussed, we play back to you where
you are now across all planning disciplines such as net worth, cash flow, tax and estate
planning. Having projected your current position out 10 years, we will introduce ideas and
financial considerations that will take you through all stages of your life.
Detailed Meeting Reports are issued after every meeting to document issues discussed and
action items. They provide an ongoing record of key decisions and provide essential continuity.
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| 3. |
Bridging to financial independence: At this point, implementation of our customized strategy
begins. We prioritize immediate strategies to be undertaken now. We help you make decisions
and take steps in areas like structuring or re-structuring investments, defensive strategies like Wills
and Powers of Attorney, insurance and legacy planning to ensure protection for family, beneficiaries
and your business.
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"Financial independence
is truly achievable
only when planned responsibly."
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| 4. |
The planning evolution: Your team will meet with you at least twice a year allowing us to be
proactive on an ongoing basis. Beyond that, we are responsive to changing family responsibilities,
income levels, market conditions, legislative and regulatory updates and unforeseen economic
events. The strategic and tactical implications of any of these issues are immediately factored
into our planning for you.
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