Our Process

Start with a free discovery session. Tell us about your values, your goals and any specific questions you want answered. We’ll tell you what information we need to complete your plan. Don’t worry, we’ll handle all the tough calculations, integrate existing government programs and prompt you when decisions are required.

1. Discovery

One-on-one discovery session. Tell us about your values, your goals, and any specific questions you want answered.

2. Current Situation

Tell us where you are today. Income, expenses, assets, debt etc.

3. Set Financial Goals

Tell us where you want to be in the future.

4. Optimization

We optimize your plan for taxes, government benefits, fees, financial risk and more. Optional one-on-one session to review any gaps we find in your plan.

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5. Implementation

One-on-one implementation session to walk you through your plan and step-by-step exactly what you need to do to reach your financial goals.

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6. Support

We support you as you implement your plan. Ask us any question via email. Book your six month follow-up meeting.

No commissions. No sales goals. Just advice.

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