The first step is a comprehensive consultation, where you and your planner get to know each other. During this session, your planner gathers an understanding of your financial background and listens to your concerns and objectives. This sets the foundation for providing relevant and tailored recommendations. Our planners take the time to explain the subscription details, answer your questions about the process, and outline what the ongoing relationship will look like. There are no product sales, commissions, or hidden charges—just open communication from day one.

After your first consultation, your planner reviews the information provided and prepares actionable recommendations. Advice is developed with your situation in mind and always explained in clear, practical terms. You will have the opportunity to ask questions, review recommendations, and discuss possible next steps. All advice is included within your subscription—there are no extra charges for follow-up sessions or ongoing support.

Your financial plan is a living document. Through regular check-ins and reviews, your planner will make sure your strategy keeps pace with your changing circumstances. This might include reviewing your current position, discussing new opportunities, or addressing any concerns you may have. All reviews and ongoing communication are part of your subscription.

You can connect with your planner whenever you need advice or clarification. Whether it’s a quick question about your plan or a more in-depth review, support is always included. We aim to respond promptly and provide practical, straightforward answers. Transparent communication is a core part of our service.