The 3D Wealth Process
Discovery, Design, Deploy
We’ve Developed a Personalized Process
to Get to the Heart of How we Can Best Help You.
Let’s build a financial plan that puts you at the center of it all, one that takes you from today to tomorrow, pausing now and again to enjoy life’s great moments along the way. We’ve developed a personalized wealth planning process to get to the heart of how we can best help you.
Every Relationship Begins With a Little Discovery
Our discovery stage will help us create a clearer picture of your goals, who they involve, what they involve, when you want them to materialize and what drives you.
At this stage, we aim to gather information on the following facets of your life:
Your Family Education Inheritance
Health Travel Insurance
Your estate Trusts Philanthropy
Corporation Taxation Career
We Believe in Success by Design Rather Than Chance
A financial plan for you and your family
A cash flow plan that funds your lifestyle
An investment policy statement explaining how your money will be managed
A portfolio uniquely suitable for your growth and protection needs.
We Work Hard to Keep You on Track to Reach Your Objectives
Implementation of investment portfolio
Ongoing monitoring of your portfolio
Track your portfolio to your personal financial plan
Making necessary changes to the plan/portfolio due to market events and/or life changes
Quarterly written communication of portfolio activity
Quarterly phone calls updating your plan and analyzing the progress
Annual in-person reviews of portfolio and financial plan
Ongoing discovery and design , taking note of new and changing facets of your financial situation over time