Our Process


Your Journey to Financial Clarity

  • We begin with a focused conversation to understand:

    • Where you and your family are in your financial journey

    • What prompted you to seek financial guidance

    • Your immediate concerns and long-term aspirations

    • Whether our expertise aligns with your needs

  • A comprehensive exploration of:

    • Your complete financial picture - both corporate and personal

    • Your vision for the future of your business and family

    • Current challenges and opportunities

    • Specific goals and timelines

    • Key relationships with other professional advisors

  • A structured presentation of:

    • Comprehensive analysis of your current situation

    • Identified opportunities and potential challenges

    • Proposed strategies and solutions

    • Clear outline of our recommended approach

    • Specific ways we can add value

    • Detailed engagement and fee proposal

  • Bringing your strategy to life through:

    • Priority-based execution timeline

    • Coordination with your professional team

    • Clear delegation of responsibilities

    • Fee payment schedule is determined (annual/quarterly/monthly available)

    • Progress tracking and regular updates

    • Seamless integration of all moving parts

  • Your long-term success supported by:

    • Semi-annual comprehensive strategy reviews

    • Regular progress updates

    • Proactive planning opportunities

    • Professional team coordination

    • On-demand support for financial decisions

    • Regular strategy refinement

Preparing for Your Journey

Before Our First Meeting

Take some time to reflect on:

  • What financial success looks like for you and your family

  • What money’s role is in the life of you and your family

  • Key questions about your planning

  • Current financial concerns keeping you up at night

  • Your vision for your business and personal legacy

  • Relationship dynamics with other professional advisors

Helpful Documentation

To make our discussion more productive, having access to:

  • Personal and corporate tax returns (past 2 years)

  • Corporate financial statements

  • Investment account statements

  • Insurance policies and summaries

  • Estate planning documents (if available)

  • Corporate structure details (org charts, shareholder agreements)

Meeting Logistics | How to get the most from our Virtual Meetings:

  • Stable internet connection

  • Updated Zoom platform

  • Quiet space for focused discussion

  • Headphones recommended for privacy

  • Webcam for personal connection

Initial Meeting Structure | 30 Minutes

What to expect:

  • Focused discussion of your situation

  • Interactive exploration of your needs

  • Clear explanation of our process

  • Specific next steps outlined

  • No pressure, just clarity

Discovery Process Deliverables

Discovery Overview:

  • Comprehensive situation analysis

  • Identified planning opportunities

  • Potential challenges to address

  • Preliminary recommendations

Proposed Engagement:

  • Detailed service outline

  • Implementation priorities

  • Professional coordination plan

  • Clear timeline and next steps