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.