Broker Check

How We Work

Wherever you are in your financial planning process–just beginning to explore, retirement planning or somewhere in between–we want to ensure you have a good understanding of what to expect when partnering with us. As planning is key to our process, we ask that you complete the following documents before our consultation to provide us with the necessary background to best serve your needs.

Document Checklist

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Financial Planning Questions

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Personal Budget Worksheet

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Personal Information Sheet

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Our Advantage

Following our initial meeting, you can expect a proposal outlining areas to explore and fee options. If the proposal aligns with your goals and you select us as your financial planner partner, you will receive a customized financial plan including:

  • Personal financial statement
  • Income tax projection
  • Cash flow calculations
  • Financial independence results
  • Asset allocation model
  • Estate planning review
  • Insurance evaluations
  • Employee benefits advice

From there, we’ll set-up steps that include a check-list and a financial/emotional plan to drive your financial strategy with ongoing guidance provided along the way.