Putting the "-ning" into Financial Planning


Financial Planning is a process, not an event. It's a relationship, not a product or a 70-page document. This is why we partner with you over the long-term to help you make sense of your money and how it relates to your goals. 


It's a verb, not a noun.



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Investing the time in developing a financial plan can pay dividends over your lifetime and for the next generation of your family – and we can make it easy.


A comprehensive financial plan may include:

  • Retirement saving
  • Retirement spending
  • Education planning
  • Estate planning
  • Insurance Planning
  • Tax planning
  • Saving for major goals
  • Investment strategy
  • Debt and cash flow management
  • Emergency fund management

Our consultative planning process

Here is what you can expect when you work with us to develop your plan:

Step 1: Discovery

At our initial meeting, we work with you to understand what is important to you and your family. We undertake a detailed discovery process to gather all the necessary information about you, your family, and your financial goals, concerns and questions. In order to get as holistic an overview of your financial situation at our first meeting, the pre-discovery process is aided by a Fact Finder questionnaire via Narrator® Clients. Depending on your situation, additional discovery meetings and follow up may be needed.


Step 2: Presentation

Using the information you have provided us, we put together your initial financial plan with recommendations that we can then use as a roadmap. In this meeting, we present the plan to you, evaluate different scenarios and determine which path works best for you. Sometimes this step can take a few meetings as we evaluate different financial scenarios to determine the best course of action for you.


Step 3: Implementation

Once your plan is in place, we work with you and other appropriate professionals – like your accountants and lawyers – to help implement the recommendations in the plan and ensure that all of the appropriate steps are taken.


Step 4: Monitoring

Financial planning is not a one-time event; it is an ongoing, evolving process that should be updated and reviewed regularly. Together, we continue to monitor your financial plan each year, and to revise it as your financial and family circumstances change. You will be able to monitor your own progress and review your goals at any time, even on your mobile phone, via our Narrator® Clients portal.




Contact us to begin your financial planning journey today!



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