C.O.M.P.A.S.S.

Finding Direction for Your Next Step

Smart wealth management is about discovering opportunities in a complex financial world.

The process we follow helps us to understand your vision, recognize the challenges you face and identify potential risks in your existing plan. Only then can we design a personalized solution and recommend strategies for achieving your goals.

Step 1 - Comfort & Compatibility

The first meeting is about mutual discovery. It is an opportunity for us to determine how compatible we are, and for us to gain an understanding of your needs.

Step 2 - One Vision

We seek to understand the important elements of your life. By taking into consideration your lifestyle, goals, family and financial obligations, we ensure that your financial plan is tailored to your needs.

Step 3 - Managing Risks

Based on the information you have provided, we will examine your current financial situation and identify potential risks. We will evaluate them and prioritize risk-reduction solutions.

Step 4 - Personal Asset Analysis

When appropriate, we will meet with your accounting, legal or corporate advisors so your wealth plan will be organized in an integrative fashion.

Step 5 - Advice & Strategy

With a detailed summary of existing holdings and structures, we will make recommendations based on your specific needs. We will provide you with a clear outline of incremental progress towards the vision you established earlier. We will present various solutions and product comparisons, so you have what you require to make an informed decision.

Step 6 - Secure Implementation

Once we have committed to a strategy, we will begin the implementation by completing appropriate applications and initiating consistent monitoring.

Step 7 - Support & Guidance

We will schedule periodic reviews with you to discuss any changes in your financial goals. As the economic landscape shifts, we will make regular adjustments to ensure the results we planned for.

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