Would you build your dream house without first having a vision of what it would look like when finished?
Would you want a step by step roadmap outlined in detail before starting to build an expensive car?
Your Financial Future deserves no less! That is why we are happy to offer clients with over $500,000 invested with us the development of both a Client Vision Document and a Client Engagement Roadmap.
The Client Vision Document is a documentation of what you want your wealth to do for you and your family now and in the future. As the saying goes, if you don't know where you're going, how will you get there?
We've had a lot of fun doing these with clients who sometimes discover goals that are important to them that had never been discussed, and they take great comfort when we are finished that there is clarity at what we are working towards achieving for them.
A Client Engagement Roadmap is a meeting by meeting agenda of what we have, and will be, covering to achieve the client vision, and is adapted to any opportunities and/or changes that occur.
We never "cookie cutter" advice to our clients so if Estate Planning, Children or Grandchildren's education, Tax Effective Financial Planning is important to you, we'll cover it appropriately. If not, we won't.