To earn the privilege of becoming your partner in financial security planning, I will guide you through a unique three step process. You need only bring an open mind and a willingness to participate in a discussion about what really matters to you, your family and your business.

Step 1 - Discussion
In our initial meeting, we will seek clarity on your big picture:

  • Your financial assets, obligations and goals
  • The critical financial events in your life
  • Your most important relationships
  • Your personal values and interests
  • Your dreams and life goals
  • Step 2 - Diagnosis
    In our subsequent meetings, we will discuss your options and possible strategies based on your big picture. To bring absolute value to this discussion, I will harness the experience and resources of Qualified Financial’s Wealth Strategies Group on your behalf.

    Most of our time will be spent in Step 2, in order to achieve a solid foundation for your long-term strategy.

    We will explore opportunities encompassing every aspect of your financial security plan:

  • your family's safety net
  • the management of random or unexpected financial events
  • tax minimization
  • retirement planning
  • estate and succession planning

  • In the end, you will have learned as much from me as I have learned from you – and the only thing you will have invested is your time.

    Step 3 – Deployment
    Once you are confident that my associates and I have brought valuable insight, discipline and commitment to your financial security planning process, we will move from strategy to execution. I will:

    • recommend a detailed written plan of action that reflects your long term goals and values;
    • source the most robust financial vehicles to strengthen your current position and build for the future;
    • adopt a disciplined approach to evaluating and updating you on your progress, and
    • ensure that your plan remains consistently focused on your big picture .