WHAT TO EXPECT

Whatever transition brings you to us – retirement, job loss, new job, or the need for a financial check-up - we will help you understand, organize and plan your finances based on what matters most to you.  You will come away with the clarity and confidence to take the steps required 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 is most important to you?   What outcomes are unacceptable?

Next, we help you organize and summarize your financial status. We then provide our analysis, including insights on the opportunities and problems you are most likely to encounter.  Our assessment will include any 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 with you, we will design the best possible structures to make you capable of using your financial resources to support your life 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.