Meet and Greet

We will set up an appointment* with you to meet our team and get to know each other.  This will involve:

  • Learning about your current situation, previous experiences, financial values and future goals
  • Presenting what we offer to our clients and the benefits you can expect from becoming a client

*for those at a distance we can offer meetings via skype or telephone

 

Discovery Meeting

This is a mutual commitment meeting where we will learn more about you, your financial habits and lifestyle, values and goals, and establish expectations from our relationship. We will introduce you to our Discovery and Account paperwork.  We will provide as much support as you require to fill out all the necessary documents.

 

Financial Planning Meeting

Based on the information we gathered during the Discovery Meeting, we will develop your Personal Wealth Plan. Your individualized, comprehensive plan will include such things as strategies to pay off debt, manage your risk, maximize your wealth, plan for retirement and serve as a roadmap to achieve all your financial goals.  We will also discuss any other important financial considerations specific to your situation.

 

Implementation

This is a key step.  We believe having a Personal Wealth Plan is only the beginning and that action drives results.  With that in mind, we will help you operationalize the recommendations in your plan. When needed, we will collaborate with your other financial professionals (ie Accountant, Lawyer, etc).  If you are in the process of establishing your financial team and need recommendations, we are able to connect you to our network of qualified and physician-focused professionals.

If you have chosen to have us manage your investments, we will use your plan to determine your investment needs and we will prepare an Investment Policy Statement (IPS) for your approval.

 

Quarterly Meetings

We offer quarterly meetings, during which we discuss specific financial planning topics based on your interests and needs, which we will determine in your discovery meeting. Some clients prefer to meet biannually or annually and we are happy to accommodate what works best for you.  We will update your Personal Wealth Plan as required when circumstances or conditions change.  We also provide an update on your investments during these meetings and ensure that your personal circumstances are still relevant to your investment strategy.  Outside of these quarterly reviews, we regularly review your plan and investments as required and will contact you as need arises (and welcome you to contact us) – giving you confidence that the strategies you’ve put to work take into account changing personal, market and regulatory environments.

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