Our role is to help clients pursue what is important to them. The process involves three main elements. The first is getting to know them, their tolerance for risk and their goals for the future.
Second, after understanding their needs, we help them analyse their priorities, define their vision for the future and determine appropriate course of action to meet these goals.
In addition, change happen in life, in the markets and in the world, which means goals will likely change as well—that’s the third key element. When that happens, we take another snapshot for a new financial plan, which may involve new strategies, as we continue to help them pursue what is important to them.