We start by listening: to your hopes and dreams; to worries that keep you awake at night and we help you to clearly define your most important goals.
We work with you to gather details about your current financial situation, much of this without significant disruption to you; your current resources, including pensions, investments, properties, cash and business assets; and your current liabilities; insurance policies and trust, estate and attorney documents.
Understanding your 'story', your values and your beliefs is integral to how we work. We want to learn about you, your family, and, if relevant, your business.
If you don’t know where you’re going, any road will get you there. We help you identify your objectives, as well as understand any fears that may get in their way.