Our planning process begins by listening to our clients, evaluating their situation and areas of concern and identifying the “key areas of focus” in their planning needs. From there we begin to define short and long term goals and develop and implement strategies to achieve those goals.

We firmly believe that our relationship with clients is not just an “ask and answer”.

  • Educate

  • Articulate

  • Motivate

  • Agree what options are available

  • Implement

  • Review

Regular review of your plans and tracking systems for your goals are all part of our service commitment with each client. We believe the best client is truly a partner in the process.

Being your partner involves educating, articulating and motivating, explaining what options are available and determining and agreeing upon what serves our clients best.