Our Process

The Prosperous Wealth Solution™

We’ll create a comprehensive written plan tailored to manage your wealth, specifically reflecting your goals and aspirations. We will regularly review your plan, updating or adjusting elements within to respond to major changes in circumstances or life events.

– STEP 1 –

The Right Fit Discussion

This initial discussion will focus on your goals and what your ideal future holds. More importantly, it will be clear as to how we can create value for your future and whether our process is the right fit for you.

– STEP 2 –

The Vision Clarifier

Clarity equals capability. The Vision Clarifier concept is an in-depth discussion expanding on the ideal future you envision. While identifying your concerns or any dangers, we will also focus on your values, strengths and opportunities. This framework will provide us with a clear picture of where you want to go as we prepare to introduce the concepts and ideas to make it happen.

– STEP 3 –

The Wealth Expander

Here is where we build on your biggest strengths and opportunities. A comprehensive plan presentation with a clear picture on making the right decisions going forward in the areas of tax, insurance, estate, and investment planning as it relates to your objectives. New ideas, concepts, and recommendations will all form part of our clear action plan while we eliminate any potential dangers as The Wealth Expander creates the peace of mind you deserve.

– STEP 4 –

The Prosperity Solution

The Wealth Expander will create a clear action plan for your ideal future. Proper implementation is the key to ensuring your plan’s success. Not only have we identified what needs to be done, but also prioritizing our action plan based on your unique situation, concerns and objectives.

– STEP 5 –

The Strategic Review

The key to enduring relationships with clients lies in our ability to ensure that your plan grows with you. Our experience tells us that planning is not a one-time event, but rather an ongoing experience of innovation and personal attention. We will work together and continuously create value by overcoming any new challenges and capitalizing on new opportunities.