We deliver a uniquely creative approach to financial life.
First, let's first see if we are a good fit for each other! Come on in and meet Shelley and her team, let's chat. If we're a good fit for you and you're a good fit for us...we start to walk you through our process.
Then we create your financial Lifestyle Map, Shelley will begin by asking many questions and gathering all kinds of information from you...then comes the hard part - you will have homework to do, but we make it as simple and easy as possible, just gather your documents, we will do the rest.
Finally, we review your Lifestyle Map and design an action plan; we will take the time to help educate you and provide solid recommendations that are driven by advice, not products. We have no sales targets to meet, we want what's best for you.
- Every client is given an Investment Policy Statement (IPS) that governs the management of assets in their portfolio
- We provide online access to your accounts, if desired
- We provide annual reviews
- We provide annual tax reporting to assist you or your accountant in preparing your tax return
- Our Team is here when you need us, we're just a phone call or email away
The Pathway to Prosperity Life Map™
The Pathway to Prosperity™ is our unique 5 step process designed specifically to help you eliminate or minimize your financial dangers, capture your opportunities and build on your individual strengths and past experiences. By using a combination of your past experiences, present and future lifestyle requirements, integrating them with financial strategies we are able to design solutions unique to your situation. We then create your Lifestyle Map which is a snapshot of your financial life story.