Wealth Building, Wealth Preservation, Wealth Transfer

The Candid Look

An introduction to our team’s “Integrated Approach for Protecting Success & Shaping Futures”. This allows both you and our team to determine if our process and money management can provide value to you.

The Holistic Profile

In this meeting we guide you through a past, present and future personal financial analysis, that will provide key information that allows us to build a plan specifically tailored to you.

The Future Map

This meeting will show you the analysis we have done on your current situation. This includes a detailed proposal to help you reach your different financial goals: personal goals, tax savings, estate protection, leaving a legacy, retirement lifestyle and other specific planning needs you may have.

The Disciplined Portfolio

An in-depth consultation explaining our criteria for investment decisions and our disciplined method of managing downside risk and ensuring long-term portfolio growth.

The Partnership Agreement

A comprehensive document that details your specific objectives, required targets and proposed structure, along with any additional information that impacts your financial decisions. It outlines our team’s responsibilities to you, and your responsibilities to us to ensure we continue to operate in your best interests.

45-Day Checkup

An opportunity to explain initial statements, transfers, online access and address any questions or concerns.

The Semi-Annual Partnership Outlook

A look at the past six months to assess progress toward your goals.

The Annual Partnership Outlook

An in-depth review of the past year in comparison to your goals and benchmarks. A review of the existing Portfolio Strategy and Partnership Agreement to see if changes are required.