Step One: Discovery Call

Our first meeting together is just a conversation and quick questionnaire. I usually do this over the phone. This gives you a better idea of what I do as an advisor, and to see if there’s any ways that I can help you.

This isn’t to sell you anything, and worst case scenario, I’ll buy you a coffee.

If you find what we’ve discussed to be helpful, we can then discuss next steps and solutions.

Our second meeting is an overview of your financial needs. Building on what we discussed in our first meeting, we will create a deeper dive into your financial needs & goals.

We will focus on few key topics, such as your goals, assets and liabilities, income, and retirement. There is no one-size-fits-all approach, and every individual or family has different needs, wants, and resources.

After we’ve met and completed the financial needs analysis, I will carry out an in-depth analysis and prepare a personalized action plan based on your objectives. I’ll then present this plan to you and, if it suits you, we will proceed with creating an application. Depending on the product, there are different application processes.