Financial Footprint is our individual and distinctive “process of advice”. Unlike most other programs that try to fit you into a pre-conceived plan or program, your Financial Footprint is based on creating and monitoring a customized financial plan created for you, and you alone.

Your Financial Footprint will concentrate on the four most important areas of your financial life:

• Retirement
• Investments
• Insurance
• Tax & Estate

Our Unique “Process of Advice ”:

• For our initial meeting, we ask that you simply complete page 1 of your Financial Footprint booklet and bring it in for an informal chat. This page, along with our discussion, will enable us to understand who you are, as a person. No investment statements, no financial information, just who you are, what are your interests, what is important to you, and why are you meeting with us. We will also take the time to tell you about ourselves and our unique "process of advice".
• Next, we will ask you to provide us with all the necessary financial information for us to review. After analyzing your information, we will highlight areas that require attention and prioritize them in order of urgency.
• Should we decide to work together, we will sign a client service agreement outlining exactly what you can expect from us, how often we will contact you, the highest level of service you will become accustomed to, and what we will require from you.
• Next, we will start working on carrying out the plan. Since our process of advice is customized, the work we do for you is unique and specific to your needs.
• Probably the most important aspect of our distinctive “process of advice” is the ongoing contact and service you will receive. Together, we will set up scheduled discussions to review the progress of your ongoing plan, and make any necessary changes. As well, we will call you when opportunities arise to improve your Financial Footprint.

We always have, and always will have an open door policy, as our clients call us every day with every type of financial question. We serve as your primary source of financial advice and ensure your financial life is organized, prosperous and always on track. With confidence, we can say that our unique “process of advice” is the very best available.

Please contact us if you would like a complimentary initial meeting to discuss if we can help to take your financial life to the highest level.