Putting Your Smart Plan into Action
Setting your goals is important – knowing how to reach them is critical.
Our process provides a customized solution to reaching your financial goals, with the flexibility to handle all of life’s changes along the way.
Your financial life consists of three stages and starts with Plan Protection, moves to Wealth Accumulation and then to Transfer of Wealth to future generations.
The Right Process – A Sound, Comprehensive Approach
The Right Process involves four critical steps that put your vision first, with a solution based on solid data and wealth management techniques:
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- Discover: Our wealth management team starts with an open, in-depth discovery session to identify what’s important to you and your family
- Propose: We develop a structured, intelligent solution, based on the findings of our discovery session and in-depth data analysis, and present our Smart Plan to you in detail
- Implement: After answering all of your questions and obtaining your consent, we put your Smart Plan into action, taking care of every last detail as we launch
- Monitor: We make adjustments to your Smart Plan over time to maintain optimum performance through life’s big changes, such as marriage, starting a family, buying property, and more
We don’t believe in making recommendations or starting plans during our first meeting. Instead, our wealth management team holds separate conversations for discovering your goals and exploring the Smart Plan needed to achieve them. This way, we can ensure there’s enough clarity to take relevant, calculated, and positive action on your customized solution.
Our Right Process ensures that every decision is made based on what’s actually important to you and your family, not on other irrelevant benchmarks or comparisons. The process is truly all about you.
Talk to us about a Basis Wealth Right Process
Looking for a new way of growing your wealth that’s completely focused on your individual goals? Contact us today! (416) 552-3004 ext. 0, or info@basiswealth.ca