Approach

money_managed_process

We follow a simple six-step process as recommended by the Financial Planning Standards Council.

1.  Discuss Expectations

  • What sort of financial advisory relationship are you looking for?
  • What are our commitments to you?

2.  Discovery

  • We collect information to determine your current financial circumstances.

3.  Visualization of goals

  • We help you articulate where you want to be in the future.

4.  Recommendations

  • We guide you through your options for getting from where you are to where you want to be.

5.  Prioritize and implement recommendations

  • It is often overwhelming to address all issues within a short time, so we document an action plan with our financial plan.

6.  Ongoing review

 

Securities/Investment products are provided by Aligned Capital Partners Inc. (ACPI). All non-securities related products offered by Blackburn Davis Financial are not covered by the Canadian Investor Protection Fund (CIPF). Click here for more information.