• How We Work
• Our Planning Process
• Our Basic Services
• Our Specialty Services

HOW WE WORK depends on our clients' needs, comfort level and preferences. We can "do it all" from assessment to full implementation. We can provide packages of services and a range of options. We can provide a single service when there is a specific need. We can execute a plan on behalf of a client, or we can provide information so clients can make an informed choice and carry out the decision themselves.

OUR PLANNING PROCESS

Our planners utilize a six step process called
The Total Financial Planning Process.

STEP 1: Understand your personal goals and objectives.

STEP 2: Clarify your present situation.

STEP 3: Identify financial problems and opportunities.

STEP 4: Present alternative courses of action.

STEP 5: Implement the chosen strategy.

STEP 6: Provide ongoing monitoring and guidance.

We believe our approach contributes to our strong relationships with our clients. When clients have difficult problems, face unusual situations with financial implications, or must deal with a crisis, we are often among the first people they call for support, advice, and direction. For many of our clients, this means they are ready and prepared to deal with their futures - and that they never wake up in the middle of the night worried about their finances. [back to top]

OUR BASIC SERVICES

Acting as Your Chief Financial Officer, our planners take a comprehensive approach to develop a financial strategy to meet your goals.

CLIENT

PLANNER

Comprehensive Financial Planning

Investment Management

Income Tax Planning and Preparation

Retirement Planning

Financial Risk Management

Estate Planning and Will Design

OUR SPECIALTY SERVICES

In addition to comprehensive planning, we also provide various specialty services including:

• Benefit and Pension Plan Analysis
• Administer Family Trusts
• Access to Offshore Investments
• Planning for Non-Residents
• Divorce Financial Planning
• Debt Restructuring and Refinancing
• Budget Preparation and Monitoring
• Incorporation Financial Planning
• Small Business Advisory Services

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