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Our Process

Life is full of surprises, and unexpected changes can arise at any moment.

 

Whether you're starting a family, facing a divorce, managing illness or loss, or planning for retirement, we're here to guide you through life’s transitions and adjust your financial plan accordingly. Our priority is ensuring you’re protected and prepared for whatever life brings.

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During our process, we carefully consider every detail and help you cut through the noise of countless financial options. We narrow it down to the 2-3 best solutions, working closely with you to evaluate the pros and cons, so together, we can implement a plan that aligns with your goals and provides peace of mind.

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The HORIZON Process™

Navigating Your Financial Landscape

1.
First Meeting

1. A relaxed first meeting to understand you and your needs. This meeting will include all parties and gives you an opportunity to learn about our values and philosophy.

2.
The RightFit

2. This consultation gives us the opportunity to determine if you are a right fit for our firm and you have the chance to learn if we're
a right fit for you.

3. 
Discovery

3. We engage with you and learn more about your life - family, occupation, recreation as well as the money aspect. We're committed to getting the whole picture. 

4. 
Strategy

4. We set a plan suited for your needs. We'll plot the path that respects the lifestyle you have now as well as your plans for the future. 

5.
Implementation

5. We put your strategy into motion. We turn the strategy into action items and clearly communicate the timelines for each action as well as anticipate any risk. 

6. 
Review & Refresh

6. Our relationship with you is fluid and often long-term. We'll monitor your plan and bring you in for updates. We will monitor both life and world events that could impact the plan.
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4.
Strategy

4. We set a plan suited for your needs, addressing any gaps. We'll plot the path that respects the lifestyle you have now as well as your plans for the future. The plan will consider critical life events and best mitigate risk.

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