What matters most in your life? What do you want to achieve for yourself? For your family? For your community?
Whether you are seeking a comfortable retirement or the freedom to pursue your personal desires, we are committed to helping you achieve financial independence on your terms. We do this through a comprehensive planning process grounded in your personal goals and objectives.
To make sure we truly understand new clients and what they want to achieve, we begin each relationship with a series of four appointments:
Appointment 3: Legacy Action Plan Presentation
In this appointment we present your Legacy Action Plan (LAP) and Investment Policy Statement (IPS). This document includes a custom portfolio recommendation designed specifically to your personal goals, objectives and financial situation. The LAP and IPS outline how we will invest and monitor your portfolio and serves as an accountability anchor for both of us and is designed to give you the financial confidence to pursue what matters most in your life.