Building trust and our relationship
We believe that our relationship with you is about more than just business. We care about your family, lifestyle and work as they define who you are and lead to your goals. We believe in establishing trust backed by clear and open communication.
Discussing life goals and objectives
Retirement is a common goal for people, but there are many other potentially competing priorities which may be applicable depending on your life stage. Having a child, buying a new car, building a home, travelling and planning your estate are all different goals that we help you achieve.
We listen to you and your story. Our meetings help you both articulate your goals and identify the clearest path to them. It is about what the future for you and your family looks like and how we can help to make that a reality. We guide you through defining and mapping your financial plan and then support you in taking action to achieve it.
Building the plan
First we take into account where you stand today. By conducting a complete review of your current financial situation, we can then determine what your next best steps are. We then clarify these steps so your plan reflects your aspirations.
We also create a framework together by using an Investment Policy Statement. This clearly outlines the lens through which all investment decisions affecting your accounts will be made. It also creates a clear understanding of acceptable levels of risk that you are willing to take to achieve a level of return. We help you manage the factors which can affect the timelines required to meet certain financial objectives.
Implementing the plan
As your investment advisory team, we aim to manage all of your investments with an integrated approach so you have a clear strategy that will help you efficiently achieve your goals.
The strategies that we use are based upon proven approaches that actually work. We like to join you on your financial journey by helping you avoid roadblocks and other common financial mistakes. By staying on plan and adding flexibility when needed, you will feel at ease about how or when we change direction. We put in place only the strategies discussed and chosen with you.
Revisiting the plan
We believe that clear and open communication is the key to fostering a good relationship. Changes in life can happen and that may give rise to changes in your plan. We provide prompt and concise answers to your questions and requests. We continually review, maintain and adjust both your plan and portfolio. Together, we are best positioned to react to any changes that may come your way either from lifestyle or market conditions.