Trust takes time. We need to know and understand each other before planning can begin.

As part of our discovery process we want to know about you as a whole person. We’ll ask unconventional questions and have conversations that most of people don’t usually have with their financial planners. We often become a confidential sounding board for many of our clients.

We ask questions such as:

  • What are you passionate about?
  • What is your family financial philosophy?
  • How do you want to be remembered?
  • What values do you want to instill in your children?
  • How do you define yourself – beyond your job, business and finances?