We believe that having your entire Financial House in order will enable you to spend more time with the people and the pastimes that you love. Because your time is precious, we feel that focused – triannual meetings will give you both peace of mind and confidence in your position.
Our Team of Subject Matter Experts work closely with you and your Professionals to cover our 143 point checklist, consistently updating and reviewing your position.
To ensure that your Financial House is aligned with your values, implementing your plan to achieve your goals for the reasons that are important to you, your three meetings will analyse your house from three Perspectives;
1) The Comprehensive Safety Review
The purpose of this meeting is to increase the safety of your comprehensive lifetime written financial strategy. We make certain that there is a sensible strategy in place for every risk to your plan.
2) The Goal Progress Outlook
The purpose of this meeting is to make certain that everything you aspire to, which requires money and planning to achieve is up to date on your Financial Roadmap. You will leave this meeting with a sense that you are on track to actualizing your Financial Roadmap.
3) The Annual Review
The purpose of this meeting is to make certain that everything you aspire to, which requires money and planning to achieve, is accurate and up to date on your Financial Roadmap. We discuss all the course corrections that are required so that you leave this meeting with the confidence that you are on-track to actualizing your Financial Roadmap.
The objective of these meetings is to measure the progress you have made against the goals you have established for yourself and for you to walk out the door with an overwhelming sense of confidence that you are making progress in achieving your goals.