The Advice Process

All of our clients go through a clearly-defined and rigorous advice process.  This typically consists of:

  • An initial meeting to establish your requirements and to explain our services.
  • A second meeting at which we ask you to provide relevant information about your situation and aspirations.
  • A period of information-gathering and research.
  • A written report in which we detail our recommendations.
  • A third meeting in which we explain, discuss and expand as necessary.
  • An administrative process in which we execute your instructions.
  • Written confirmation that the process is complete.