Here is what you can expect when you work with a Tetrault Wealth Advisory Group – Canaccord Genuity Wealth Management Estate Planning Specialist to develop your plan:
1. Discovery Meeting
At our initial meeting, we undertake a detailed discovery process to gather all the necessary information about you, your family, and your financial goals, concerns and questions.
Using the information from our in-depth discovery meeting, we put together your initial financial plan. In this meeting, we present the plan to you, evaluate different scenarios and determine which path works best for you. Sometimes this step can take a few meetings as we work together to analyze different financial scenarios to determine the best course of action for you.
Once your plan is in place, we work with your Investment Advisor to ensure all of the appropriate steps are taken to adhere to the roadmap we have created for you. This includes working with our strategic partners on your behalf to ensure all aspects of your financial affairs are taken care of.
Financial planning is not a one-time event; it requires diligent monitoring and updating as your circumstances in life evolve. When we create your financial plan, you also benefit from our sophisticated process of ongoing monitoring and guidance during life events.