When you seek financial advice, we’ll take a step-by-step approach to help you reach your goals. Here’s what you can expect:
| Step 1 | At an initial meeting you’ll find out more about us and get a sense about how we can help you. We’ll ask you some questions and begin forming a comprehensive understanding of your goals and any financial challenges you may be facing. We’ll give you information about financial advice costs too. |
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| Step 2 | We’ll help you clarify and define your goals and understand your current financial position. Together, we’ll agree on the main financial areas to focus on. |
| Step 3 | When we’re preparing your financial plan, we’ll consider the financial strategies most likely to help you reach your goals and give you recommendations and our financial advice in writing. |
| Step 4 | We’ll discuss our recommendations with you and you’ll decide how to proceed from there. |
| Step 5 | If you would like us to, we can periodically review your objectives, achievements and ongoing needs. |