Our Process

As Easy as 1-2-3

1. Assessment of your current situation

The first step is to identify where you are.

It is really hard to reach a goal or a destination, if you don’t know where you are right now.

Just like you’d see on a map: “you are here”, you need to have a clear understanding of where you are starting from.

We will work with you to identify where that is, and what strategies you already have in place and how efficient these are.

Then we will improve or build upon these, to get you where you want to go.

Email or Phone

By Email or In Person

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Assessment of your Situation

2. Design Plan

This is where the magic happens!

Now that we have a clear idea of where you are and where you want to go, we will work on designing a holistic plan that will get you there in the most efficient way.

We will keep your accountant in the loop throughout that process, and you as well of course.

We will most likely require more information from you, and will ask you to confirm some of the assumptions that we have made to provide you with that road map.

Protect yourself, and your assets.

Don't pay more than your ``fair share``

Third Party review of the plan.

Putting it all together

3. Delivery & Implementation

Putting the plan in place.

Now that everybody (you, your accountant, and other potential partners) understands what the road map looks like, it is time to implement the different components of that plan.

This is the most paperwork-intensive phase of the whole plan: applying for the different types of insurance, reorganizing your debt, implementing a cash flow plan…

Once we receive offers from the different insurance companies, and have rearranged the debt, we can finalize the plan and get it all set up.

After that, we meet at least once a year to review the progress, or address any changes that are required.

Paperwork and Underwriting

Confirm Options and Finalize Plan

Final Set Up of the Plan

Meeting every 6 or 12 months.