Our Process

A strong planning process is the best way to create a financial plan. It is crucial to create a financial plan that protects your needs, and plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will achieve your life goals.

My process is based on two key aspects of financial security: asset protection and wealth creation. A plan must ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection should an unplanned event occur: disability, critical illness or death. The plan must also aim to build wealth using a solid, tax efficient wealth portfolio.

With these goals in mind, we will work together to assess your total financial security planning needs. We will consider important milestones and regularly review ongoing financial management strategies.

This goal-based financial security planning approach will:

  • Define customized short and long-term goals and the matching financial tools and services
  • Identify roadblocks or gaps to be addressed in your financial planning strategy
  • Continually monitor your plan and ensure it always meets your changing needs