OUR PROCESS

Step 1 : DISCOVER : we get to know you and find out what your goals are. We also try to understand what makes you YOU.

Step 2 : GATHER : we gather all the information pertinent to your financial life – which is pretty much everything

Step 3 : ANALYSE : we spend time analyzing the information

Step 4 : CONSTRUCT : we construct a plan to fit you, your goals, and your life

Step 5 : IMPLEMENT : the plan gets implemented

Step 6 : MONITOR : this step is perpetual because we all know that things change. This is where we monitor and review the plan. If a major event happens for you, we need to know to make sure we can stay on track.