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TO HELP YOU WE FIRST HAVE
TO UNDERSTAND YOU.

OUR CONSULTATIVE PROCESS.


Our meetings aren’t just to have meetings but part of our
integrated process to customize the right program for you.
Then we’ll monitor, review, and fine-tune it, keeping you
informed and our program on-track to achieve your goals.

CO-DISCOVERY MEETING (CDM)

We assess your financial situation, learn where you want
to go, and identify obstacles and how to overcome them.
 

PRELIMINARY PORTFOLIO RECOMMENDATION (PPR)

Using what we learned at our first meeting, we present a
diagnostic analysis and our plan to achieve your goals.

VERBAL COMMITMENT MEETING (VCM)

If we’ve found a mutual fit and believe we can add value,
you become a Prosper Point client and we get to work.

ON-BOARDING SEQUENCE (OBS)

Helping organize paperwork, mainly through digital methods, opening
accounts, fine turning the implementation of the portfolio, answering
your questions, keeping you informed and adjusting when appropriate.

ONGOING PROGRESS MEETINGS (OPM)

Typically tri-annually, we report on progress, learn of any
life changes and look to the future with an advanced plan.

Developed by your Wealth Manager and resource team, the Advanced Plan

is a blueprint we’ll assess at Progress Meetings. The objective is for every

aspect of your financial picture to be effectively managed and examined on

an ongoing basis.  It’s what keeps you on-track and gives you peace of mind.