Broker Check

How Does This Work? 

Schedule a visit for our offer of a complimentary consultation in person, over the phone or on a web meeting.

After a mutually agreed decision to engage our services,  you can decide what Level; 1, 2 or 3 is needed. 

Level 1)  Situational Clients

  • Recommendations to be addressed based on your specific needs

Level 2) Investor Clients

  • Market volatility tolerance decisions based on your Personal Risk Budget
  • Recommendations for proper asset allocation, portfolio construction and management
  • Creating strategies to help you meet your goals and objectives

Level 3) Wealth Management/Financial Planning Clients

  • Next Level style wealth management and planning
  • Bringing the human element to your money – aligning your values to finances.
  • An alternative to the usual
  • Big picture financial life view including all aspects (desires, wishes, wants, needs, aligning your money with your values)