Our collaborative planning process
Whether you meet with us in person, at our offices in downtown Edmonton, or work with us remotely from anywhere in Alberta, B.C., or Ontario, here is what you can expect:
Step 1: Discovery
At our initial meeting, we work with you to understand what is important to you and your family. We undertake a detailed discovery process to gather all the necessary information about you, your family, and your financial goals, concerns and questions. If it suits you, you can complete part of the discovery process on your time, from the comfort of your home via our cloud-based financial planning platform.
Step 2: Planning
We will meet in person, or via screensharing app, to review your draft financial plan, further enhance its accuracy, and run multiple planning scenarios so that your final financial plan has a proposal that is both achievable and in line with your goals.
Using the information you have provided us, we put together your financial plan with recommendations that we can then use as a roadmap going forward. A hierarchy sums up your goals and the recommended action plan.
Step 3: Implementation
Once your plan is in place, we work with you and other appropriate professionals – like your accountants and lawyers – to help implement the recommendations in the plan and ensure that all of the appropriate steps are taken.
Step 4: Monitoring and Review
Financial planning is not a one-time event; it is an ongoing, evolving process that should be updated and reviewed regularly. Together, we continue to monitor your financial plan at least once a year, and to revise it as your financial and family circumstances change. You will be able to monitor your own progress and review your goals at any time, even on your mobile phone, via our cloud-based client portal.
Contact us to begin your financial planning journey today!
