Our work begins with you and not your money. When you schedule your first meeting with us, we will sit down and have a discussion about you, your life, your family, your business, your dreams, your fears, your priorities. Before we focus on your money, we focus on what a great life looks like to you.

In our first meeting we will start to define where you are today and talk about your realistic and manageable financial goals, acknowledging that it involves some guesses about the future. There is absolutely no obligation or commitment requested at the end of our discovery meeting. However, if we mutually decide to meet again then we will schedule our second meeting.

The development of a financial plan is a collaborative process. You are the expert on your life, and we are the expert guides. Together we produce a custom strategic plan that will create the context for your long-term financial decisions. We will start to look at ‘what-ifs’ and help you understand the trade-offs that are always present.

We will outline the most important tasks that need accomplishing to get you on track. We address everything from your life insurance to what you will be living on when you are 90 years old.

A financial plan isn’t created once and financial planning is not an event. It is also certainly not a product. It’s an on-going process that flows with our lives. Our priorities and perspectives change as we move through the different stages of life. That’s why we meet regularly to continually reassess whether you are heading in the right direction or whether the direction has changed. 

We anticipate and prepare for life’s events, and we build financial foundations that mean you always get a good night’s sleep.