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OUR UNIQUE PROCESS

Navigating the vast array of financial options can be a daunting task, but with our modular approach to financial planning, we make it easy for you to find the best plan that suits your needs. Our team of experts takes a holistic view of your financial situation, breaking it down into manageable segments while keeping the big picture in mind. We simplify your options and provide you with a clear understanding of the best course of action based on our extensive knowledge and expertise.

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We understand that life is unpredictable, and unexpected events can happen at any time. Whether you're starting a family, going through a divorce, dealing with illness or death, or planning for retirement, we're here to help you navigate through life's transitions and adjust your plan accordingly. We ensure that you're protected no matter what life throws your way.

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Our value lies in building a strategy that is tailored to your specific needs. We carefully consider all the information gathered during the discovery process and filter through the noise and overwhelming number of options in the financial world to find the 2-3 best solutions for you. We then work with you to weigh the pros and cons of each option and arrive at the best plan to implement.

 

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Navigating Your Financial Landscape

The HORIZON Process™

2.
The RightFit™

2. This consultation allows us to gain an understanding of your needs. It's an opportunity to determine if you are a right fit for our firm and you have the chance to learn if we're
a right fit for you.

3.
Discovery

3. Once we've mutually agreed that we have a good fit, we engage with you. We learn more about your life - family, occupation, recreation as well as the money piece. We're committed to getting the whole picture. 

4.
Strategy

4. We set a plan suited for your needs, addressing any gaps. We'll plot the path that respects the lifestyle you have now as well as your plans for the future. The plan will consider critical life events and best mitigate risk.

5.
Implementation

5. We put your strategy into motion. This is both an exciting and a comforting stage. We turn the strategy into action items and clearly communicate the timelines for each action as well as anticipate any rough terrain scenarios. 

6.
Review
& Refresh

6. Our relationship with you is fluid and in many cases long-term. We'll monitor your plan and bring you in for revisions and updates. Both life events and world events will have an impact on the timing of plans we've put in place for you.

1.
First Meeting

1. A relaxed first meeting to understand you and your needs. This meeting will include all parties and gives you an opportunity to learn about our values and philosophy.

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