Our Process

We begin with a complimentary Discovery meeting. This uncovers your values (what you believe) and your goals (what you want in life). If either of us feels uncomfortable with the other, there won’t be a working relationship.

Otherwise, we proceed to sign a Letter of Engagement, collect a deposit, and gather your financial information.

This will be used to determine where you are currently in relation to your financial goals. Together, we explore and design strategies towards achieving what you want, prioritize your options and put them together into a one-page action plan that we call The Aspiration Enabler®.

Following the presentation of the action plan, you may proceed to implement your financial plan with your own insurance agent, financial advisor or private banker. If you do not have one, our team of advisors can work with you to execute your action plan.