Our Consultative Process

We are dedicated to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. Charting a prudent course to financial independence requires a well-concieved, personalized plan with defined long term goals. Our wealth advisory consultative process can help you design a cohesive plan for the future that includes:

Discovery

Before our first meeting, we encourage you to take a fresh look at your wealth, including the location and value of each asset. During our meeting, we'll ask a range of questions to gain a deep understanding of what matters most to you and your financial goals.. We'll discuss your lifestyle, passions, concerns, and values, as well as key relationships, total assets, and your preferred communication style. We'll also identify any other professional advisors you work with, ensuring that every aspect of your financial picture is aligned for optimal results.

Analysis and recommendation

Following our discussion, we will thoroughly analyze your personal and financial details, including liabilities, to evaluate risks and identify potential challenges to your financial well-being. We will then present a customized plan that addresses key areas such as income and cash flow management, borrowing needs, asset protection, retirement planning, wealth transfer, philanthropy, and more- going beyond just investment management. By taking the time to carefully review these topics, our goal is to ensure you fell confident and informed about the proposed strategies and service providers before moving forward with your wealth plan.

Implementation 

Once you approve your wealth plan, we will collaborate closely with you to execute it, ensuring an objective approach and carefully considering how each element of the plan interacts and complements the others. When necessary, we will recommend seeking specialized advice on complex areas such as family dynamics, estate planning, lending , and tax strategies. No matter the approach we take, our commitment is to help you stay on couse and ensure your wealth management plan remains aligned with your goals.

Reviewing objectives

We believe that continuous communication is essential to our relationship and we are committed to staying attuned to your evolving financial needs. Your financial documents serve as the basis for our regular meetings, during which we will review your portfolio or when there are significant changes in your situation. We will ensure your assets are aligned with your current goals, and if necessary, recommend adjustments to your strategy to address shifts in your circumstances or objetives.