Our Services
Social Value Investing: The Future Of Investing
Holistic Financial Planning | Sustainable Investment Options
Vegan Investing Options | Wealth Wellness Coaching | Financial Stress Counselling
Our Approach
1.
Your Current Situation
Collect your Information
Assess your Current Situation
Investing & Risk Evaluation
Saving/Debt Management
Insurance & Mortgage Situation
2.
Explore Your Goals & Needs
Explore Financial & Personal Goals & Needs
Prioritize your Goals & Needs
Emergency & Education Funding
Explore SRI Investment Options
3.
Prepare Your Financial Plan
Analyze your information
Develop a pathway to meet your needs and achieve your goals
Prepare a comprehensive financial plan including estate & insurance strategies
4.
Present & Review Financial Plan with Client
Present you with an initial financial plan
Review and change any areas as required and until you are fully satisfied
Sign off on the final version of the financial plan
5.
Execute Your Financial Plan
Provided by one of our professional portfolio management partners
KYC, account opening, investment selection & rebalancing
Tax & Portfolio Optimization
6.
Ongoing Review & Updating of Your Financial Plan
The most important step of all because the only constant in life is change
Continually monitor and hold timely meetings to review your financial plan
Life happens, so we will update your financial plan as changes occur