We start by listening to your hopes and dreams and the worries that keep you awake at night; we help you to clearly define your most important goals.
Data Gathering We work with you to gather details about your current financial situation, much of this without significant disruption to you – your current resources including pension, investments, properties, cash and business assets and your current liabilities, insurance policies and trust, estate and attorney documents. Discovery Understanding ‘your story’. Your values and your beliefs are integral to how we work. We want to learn about you, your family, and, if relevant, your business. Goal Setting If you don’t know where you’re going, any road will get you there. We help you identify your objectives, as well as understand any fears that may get in their way.