The pursuit of financial success begins with a plan

Implementation and monitoring

Financial planning

Your initial financial plan creates a framework for making decisions in keeping with your values and attitudes. But, a financial plan isn’t “one and done”.

Throughout your lifetime, you will continue to face uncertainty and change. As life unfolds, your financial priorities can shift. Your financial plan is designed to be flexible and resilient, preparing you for change and to be ready for the unexpected. We stay with you through the changes, offering personalized advice, guidance and coaching, and are always ready to review, answer questions and share updates as necessary.

Our ongoing process includes:

  • Modular financial planning over time
  • Proactive updates
  • Regular review meetings
  • Tracking your progress towards your goals
  • Cash flow decisions for saving and withdrawals
  • Tax preparation and/or review
  • Monitoring investments, and rebalancing
  • Coordinating with your professional advisors and specialists
  • Evaluating and advising as you face new situations

Meetings can be in-person, virtual or by phone.