Invested in driving next-level results
Becoming a Client
We explore prospective client relationships by beginning with an interview to determine if this is the right partnership to guide their financial decisions. Our goal is to determine if we are a good fit for you, and vice versa, and to establish a comfort level for working together.
Once we both decide we’re suitable partners to help guide your financial life, we like to sit down with you to gain a more specific understanding of your financial needs, goals, investment knowledge and appetite for risk. We’ll share our investment philosophy with you and determine how it fits with your financial life.
With this strong belief in behavioural finance coaching, we strive to help align your investing actions with your overall financial goals.
