1 – Initial Assessment Consultation

Financial Management & Advice Process

1. Initial Assessment Consultation & General Strategies Overview

Before you engage our services, we believe that it is important for you to get to know your Adviser and the team that will be directly supporting you. We encourage you to visit our offices and meet the people who you will be dealing with on an ongoing basis. We are happy to demonstrate the proprietary systems and processes that we use to manage complex workflows and client situations. We can also show you samples of our financial reviews and advice documents so that you can verify the level of professionalism and clarity that we deliver regarding your financial situation.

This is also an opportunity for you to ask detailed questions to verify the experience of the Adviser who will be responsible for providing you with ongoing advice. This ensures that you are satisfied with their level of expertise and understanding in dealing with your specific situation.

During the initial assessment consultation we will consider your personal situation, identify key opportunities and areas of concern and discuss potential strategies to pursue. After the meeting we will provide you with a Client Service Agreement (CSA) which contains a suggested scope of work and cost estimate for your consideration. However, there is no obligation to continue the engagement or actually implement any strategies or recommendations as part of this process.

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