A strong planning process is the way to create a comprehensive, flexible financial plan.

A transparent, disciplined planning process is based on two key aspects of financial planning: preservation and access to funds when needed. A plan should ensure liquidity, to allow its owner to access funds when needed. It must also take into account key stages of life. This can include preparing for events such as retirement, death, and in the event of disability and/or critical illness.

We use a highly consultative process that allows us to uncover your unique situation and build an investment strategy around your needs:

1. Based on your goals and objectives, together we will determine what your customized financial strategy should be.
2. Supported by the expertise of experienced research strategists, we will identify the most appropriate investment strategies.
3. Once we are ready to bring your portfolio to life, we will discuss your expectations and review what we want to address with your portfolio.
4. Once your investments are in place, we will continue to review, manage and rebalance your portfolio on an ongoing basis.

Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you pursue your goals.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.