Upon acceptance as a client, we will undertake
on your behalf a comprehensive financial and asset management plan
tailored to your specific needs. To enable you to achieve maximum
value from the plan, we will provide access to individual education
sessions. We will then meet regularly to monitor your progress towards
your goals, and to identify any new planning opportunities.
We customarily do not engage in segmented
financial planning as we recognize that all six
areas of financial planning eventually intertwine. We prefer
to offer clients a complete and coordinated approach that takes
into account all six areas.