Our Process

Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. We utilize a needs-based approach in our four step process of analyzing, recommending, implementing and reviewing your strategy to ensure that you get on course to achieving your goals, and remain on course as life unfolds.

  • Analyze: Before we recommend any product or service, we ask questions to get a clear understanding of your financial goals and objectives. We then analyze your insurance and investment portfolio to identify any gaps that may exist in your current coverage.
  • Recommend: We provide suggestions to fill in the gaps so you can choose the products and financial services best suited for your situation.
  • Implement: If you’re satisfied with our recommendations, we work with you to implement your strategies and secure the required products and services to help you strive for financial freedom.
  • Review: Because your financial situation is bound to change, we work closely with you over time through periodic reviews to help you evaluate the strategies in place and their capacity to continue helping you meet your goals.