It Starts with You.
Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path.
So what are the steps?
1. Introductory Meeting
In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.
2. Exploration & Preliminary Planning
After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your tax needs, we'll discuss a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.
3. Detailed Planning
Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide of best practices and next steps. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient portfolio.
4. Ongoing Support & Advice
We also provide you with a mid year tax planning meeting to offer you a tax projection. We will ask for updates that may affect your return (house sale/ purchase, job change, children, business forecast, etc.) and develop a strategic plan for the upcoming year to meet your needs and goals.