Our Process
To help us provide a successfull investment experience for you we use a consultative process to gather and compile information, formulate and implement a financial plan and monitor your progress. The following diagram illustrates this process and explains each step.
1. Discovery Meeting
Through this process and the answers from The Road Beyond Scorecard we explore your short and long-term life goals, your dreams for your family and your succession plans for your business.
2. Investment Plan Meeting
We present our strategy for helping you realize your financial goals, while making provisions for you and your family should the unexpected occur. This includes our detailed analysis of your current situation, recommended next steps and a brief presentation on our approach to investing.
3. Mutual Commitment Meeting
We confirm our commitment to work together toward your objectives.
4. 45-Day Follow-up Meeting
We firm up every detail as we compile and organize your account documents.
5. Regular Progress Update
We provide an update on our progress so far in setting your wealth management plan in motion.
6. The Wealth Management Plan
Our comprehensive evaluation of the full range of your financial needs and our recommendations.
7. The Wealth Management Network
Our team of trusted experts, each with a high level of skill in specific financial areas are ready to add to our bench strength as required.
8. Wealth Management Network Meeting
Our team of specialists evaluates all aspects of your financial situation and offers solutions reflecting your needs.
