Life planning

For the past decade, life planning has been the most dynamic movement in the financial planning profession. It shifts the focus from product sales to service.

A life planner is trained to listen and ask the questions that help discover what you truly want to accomplish, experience or be in your life

It is only when these things are known that a financial plan can be structured to fulfill your money goals and provide the financial framework for living the life you want.

Our process of getting to know you takes place over several meetings

Our initial meeting will establish whether we can work together. It helps us understand your needs and gives us the opportunity to outline how our service can be of benefit to you. This meeting is generally held at our office and there is no charge. You can decide then whether or not to instruct us.

Our next discovery meeting is where we start to qualify your personal objectives and build a much clearer picture of the way forward.