Step 1: Discovery Meeting

This meeting allows us to learn about our prospect's financial situation as well as lets them understand our working methods and processes in order to determine if we are a good fit for one another.

Step 2: Financial Blueprint

We identify and analyze gaps, as well as closely examine financial situations for appropriateness and adequacy using a financial blueprint.

Step 3: Solution meeting

We will discuss the solutions based on our analysis and make actionable recommendations for your wealth creation journey.

Step 4: Implementation

This step entails carrying out the solutions and actions discussed in the previous meeting.

Step 5: Annual checkup

The financial situation will be reviewed annually, and your investments and financial situation will be monitored on a regular basis.