Guidance for the big picture and finer details

Serving you with an objective approach Delivering a disciplined process

We have developed and refined a process that puts all the pieces of a client’s puzzle together, giving us the ability to address their needs now and as they evolve.

As our client, we’ll lead you through the three phases of our 3D Process: Discovery, Design and Deploy. By doing so we’ll build and implement a highly personalized plan that will help you reach your goals. And once the plan is in place, we’ll continue to work with you to ensure you remain on track.

  • By understanding your current situation as well as your aspirations, we can start planning for your financial future.

    We’ll ask a lot of questions to understand your priorities, goals, dreams and concerns. We’ll also discuss your current financial situation, risk tolerance, liquidity needs, time horizon, and any unique tax issues. During this onboarding process, we will make you fully aware of our capabilities and services, as well as your responsibilities as the most important person in your financial planning.

  • Once we have a full understanding of where you are and what you want to achieve, we’ll design a fully customized plan for your short and long-term goals.

    Whether it's securing a comfortable retirement, paying for a child's education, purchasing a second home or just saving a little more each month, we’ll present our recommendations to you, answer any questions, consider alternatives and outline the steps needed to implement your plan.

  • Next we put your financial plan into action.

    We will select the specific account types, investment products and services identified in the design stage and build your portfolio to best achieve your goals and priorities.

    We work closely with you to complete the necessary paperwork as quickly, efficiently and conveniently as possible to ensure the safe and fast transition of assets to your new account.

  • Once implemented, we continually monitor the progress of your financial plan to ensure it keeps working for you.

    Whether it’s a change in your life, such as marriage, divorce, a new job or home, or a change in the markets, your strategy may need fine tuning. So at each annual review, we’ll re-evaluate your plan and make necessary adjustments to keep you on track towards your long-term goals.