You have decisions to make, but not just about your wealth.

You have decisions to make about how you’ll spend your future, where you’ll put your attention, and how you’ll spend your time. And when it comes to making financial decisions, there are a few more decisions than people often think. You need to decide who you’ll meet, who is the right firm to engage with, you need to commit to meaningful goals, and you need to make the decision to implement recommendations that make sense. 
Decisions should only be made that will take you closer to an idea for how you want the future to look. That’s why plans, need a plan.

Here’s how we plan…..


Our planning process is a trademarked, industry-leading approach. There are four quadrants: Discovery, Creative Solutions, Strategy Deployment and Results Management.

Discovery: Identify and think about the problem

The first phase begins by thinking clearly about the problem. This is called the Discovery phase and this is where clarity is achieved around your Vision for the future, the Values guiding your decisions, and the Goals that need to be achieved to get there. We’ll also clearly identify the Planning Gaps that need to be handled.

Creative Solutions: Think about the solution

The second phase is the Creative Solutions phase where we think clearly about the solutions and make recommendations to close the Planning Gaps, and you make decisions about your next steps.

Strategy Deployment: Implement the solution

The third phase is the Strategy Deployment phase where we help you implement the solution and move toward your desired results.

Results Management: Manage the results

The final phase is the Results Management phase where we continue to manage and implement the results. This assures you have confidence your plan will work over time.

The Wealth Optimization System™ follows a simple flow: Discovery, leads to Clarity. When you have Clarity, it leads to Decisions. Decisions lead to Results. And when you get results, it leads to Confidence.

What do you get out of it? Lots, but here’s a shortlist:

  • Individual focus which results in a personalized plan
  • Independent, objective and impartial advice
  • Written financial plan that is continually monitored and reviewed
  • Exceptional client service
  • Experience and knowledge to make a significant difference in your financial life
  • Dedicated advisors
  • Defined and proven process to manage risk, reduce tax, build and preserve your wealth
  • Full transparency with complete fee disclosure


Ask us about:

  • Estate Planning
  • Tax Planning
  • Post Retirement Planning
  • Retirement Income Planning
  • Wealth Management