The Financial Planning Process

Our first priority is helping you take care of yourself and your family. Our financial planning process allows clients to have a clear understanding of their current financial position, discuss goals and objective and create a sound yet flexible strategy to pursue them. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success and we look forward to helping you work toward your goals. 


  • Engagement Meeting: Identify financial goals and explain the benefits of financial planning.
  • Data Gathering: Review client's questionnaire and prioritize goals. 
  • Time frame: One Week


  • Analysis & Strategy: Analyse and evaluate information from data gathering and design recommendations based on evaluation of information.
  • Plan Presentation: Present and review plan with client to confirm accuracy of information and validate results. 
  • Time Frame: Two Weeks


  • Plan Delivery & Implementation: Deliver plan and communicate recommendations to client. Move forward with implementation of strategies and products. 
  • Ongoing Review & Advice: Review and update on a periodic basis. 
  • Time Frame: Two to three Weeks