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Our Process

We learn what is important to you, by evaluating your current situation, discussing your financial goals, and by continually monitoring your progress to make sure you are on track in pursuing those goals.

We have established a process called the "Chartered FORMula" which focuses on the following:

Philosophy - Panoramic wealth & risk planning aligned with your Goals & Beliefs

Planning - Developing a comprehensive strategy based on these 4 items

  • Wealth Management – We focus on Diversification and good time tested fundamentals. 
  • Risk Management – If you had a machine that printed money would you protect it?
  • Tax Management – We all want to save money on taxes. We make sure we use tax avoidance instead of tax evasion.. The difference between the two is about 7-10 years.. Tax management makes sure that remains a joke instead of a sentence.
  • Debt Management – is being positioned for anything in case the unexpected life events occur, and good decisions always stem from strong positions

Process- The steps and how we work through the process with our clients 

  • Discovery- clarity of your picture
  • Design- How we put it together to give you comfort
  • Deploy- Which gives you confidence in outcome

A strong planning process is the best way to help you reach your goals. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is our goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.

This goal-based financial planning approach is designed to help you:

  • Define customized short and long-term goals that ensure you choose only the right financial products and services
  • Identify roadblocks or gaps that might impact your financial planning strategy
  • Continually monitor your plan to ensure it meets your changing needs

Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you pursue your goals.

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