Our Process
We put our clients on the path to financial peace and prosperity using a simple 4-step process.
Intro Meeting
20-minute intro meeting to identify your priorities. No cost, no pressure. Held via video conference or in person, at a time and place that is convenient for you.
Needs-Specific Presentation
We follow up and propose a customized plan for your budget, needs, and objectives. We bring you options, and help you decide what steps you will take. This service is complimentary, but we ask that if you decide to go forward, you place your business with us.
Implementation
Once you have a plan that suits you, we implement the first steps of the plan - usually some combination of insurance and/or investments. We walk you through paperwork and payment setup.
Ongoing Support
We monitor progress and recommend adjustments and further steps as your financial and personal situation develops. We are available on an ongoing basis for any support you need.
I have been dealing with Richard Navarro for over 10 years now and trust him with our RRSP investments, RESPs for our children, and our life insurance needs. He takes the time to explain his recommendations and offers guidance for both short and long term financial goals. I appreciate the fact that I hear from him throughout the year as he helps us make strategic changes to our investments based on the ever-changing markets. Richard is an exceptional financial planner and someone I wholeheartedly recommend to others!
JAMES WHONE
GENERAL MANAGER, BRIKERS
CLIENT SINCE 2009