WHAT TO EXPECT

Whatever transition brings you to us – retirement, job loss, a new job, or the need for a financial check-up - we'll help you understand, organize and plan your finances based on what matters most to you.  You'll come away with the clarity and confidence to take the steps necessary to reach your financial goals.  

Expect to be actively engaged in the process.  Expect a collaborative approach. Expect support in generating your own solutions.  Expect other viewpoints and perspectives.

Here's our process:

First, we help you clarify your values, goals and priorities.  What are you trying to accomplish? What's most important to you?   What outcomes are unacceptable?  Are we operating under any constraints?

Next, we help you organize, summarize and analyze your financial status. What are the potential opportunities and pitfalls you should be aware of?  Our assessment will include a combination of technical, relational, and behavioural components.

Finally, we summarize our recommendations and the action steps necessary to achieve your goals.

In summary, we provide guidance and advice to those who want it, when they want it. Together, we design the best possible structures to maximize the use of your financial resources in support of your life and financial goals. 

Sometimes the smallest step in the right direction ends up being the biggest step of your life.

Sometimes the smallest step in the right direction ends up being the biggest step of your life.

WHAT OUR CLIENTS SAY

"Rose helped us look at our situation in practical and logical terms.  We felt a weight lifted from our shoulders after meeting with her.  Thanks for your expertise, insight, empathy, and advice." - Tanis L. and George S.