We create time for you and your family by helping you create a blanket of financial protection that provides
Time to make a difference in the lives of the ones you care for now and in the future.
Time to enjoy life and family in retirement.
Time to weather life’s storms, such as temporary unemployment or illness.
If that sounds good to you, it’s time for us to chat. We’ll come to you or you can book a phone call at a time that works for you.
Our Approach to
We create a financial plan that you can stick to because it’s based on the realities of your life.
How you earn a living.
How you pay for your home and manage debt.
How you want to live now and in retirement.
When your priorities shift or when life throws you a curve ball, we’ll help you adjust your plan.
We have plenty of tools in our toolbox. That’s how we’re able to tailor a plan that grows with you.
There are no one-size-fits-all financial plans. We want to hear about you and your goals. The more we know about what you’re trying to achieve, the more we can help.
LEAP stands for Lifetime Economic Acceleration Process. The LEAP Protection Savings and Growth (PS&G) model is a planning tool that quickly identifies what you’re doing well and what you could be doing better with the money that you have. It’s that simple.
We use the LEAP PS&G model because it allows us to demonstrate the results of our recommendations. It takes the guesswork out of planning and lets you compare the outcome of decisions.
After a typical meeting, many of our clients say, “I had no idea that I was wasting so much money”.
How macro management works
This short video will help you understand our LEAP process and how macro management works and how it helps us create a one-of-a-kind plan for you.
We’ve created financial plans for families, business owners, corporations and lawyers. The one thing that all of our clients have in common is a unique set of needs.
We’ve grown with our clients and we constantly introduce new elements into their plans when thing change. We also keep our eyes open for new opportunities and changing regulations so that your plan stays up to date.
What to Expect
Our first meeting is a casual get-together that lets us get to know each other. Ask anything. We’ll demonstrate how our approach works and how it can help you achieve your goals faster, often with less investment risk.
Once we demonstrate our approach and how it can work for you, we get down to building a plan.
You complete a confidential financial questionnaire on your own. Do this at your own pace and use it as an opportunity to think about how you want your money to improve your life.
We’ll meet for a strategy session using the LEAP planning guide. There’s no rush. Long-term success is not based on timing markets and ‘getting in now’. It’s based on proven long-term methods that can start at any time.
Getting things done
We begin to implement your plan. This might mean getting together to sign paperwork or review details but it won’t take long. We’re always happy to come to you at a time that fits your schedule.
Staying on track
Throughout your life things will change. Some changes are expected and some come out of nowhere. When that happens, we’re here to help you decide if and when your plan should change or adjust.
It’s good that you’re asking about fees. You should know how your advisors make money in exchange for helping you make informed decisions and choosing the right insurance and investment ideas.
In most cases, we are compensated by the companies who provide the insurance and investment products that we use to customize your plan. So, there is no direct cost to you.
Some investments, such as segregated funds, charge management fees but there is no additional cost to you.
Any fees associated with your plan will be discussed, explained and approved so that you know exactly what to expect.