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Financial life planning process

Chocolate Beach, Gulf Islands, BC

I use a robust process designed to help my clients clarify their values, dreams and goals. We then work together to create a meaningful plan which aligns their use of capital (money, time, energy and attention) with those values, dreams and goals.


All of my new clients go through this initial financial life planning process. This usually takes 4-6 meetings over about a 3 month period.

Then, for my ongoing clients, I act as a guide in an ever-changing landscape. Over time, I help my clients further clarify their goals. My aim is to always be working to help them align their resources with their values, dreams and goals.

1. Explore Stage (Get acquainted)

  • Learn more about you

  • Discuss what you'd like to discuss, answer all your questions.

2. Engage Stage (Values)

  • Learn about your values and priorities, clarify your "why"

  • Establish your "Point A" (where you are now)

3. Envision Stage (Goals)

  • Complete initial “rough draft” retirement projection

  • Create a vision for your ideal life, establish your "Point B" (meaningful and purposeful goals)

4. Enlighten Stage (Plans)

  • Evaluate different financially sound options to reach your goals, decide which path to pursue

  • Determine mix of investments suitable to your ability, willingness and need to take risk

5. Empower Stage (Actions)

  • Deliver Financial Life Planning Summary with clear action plan

  • Determine cash flow planning and management process which works for you

Financial Life Planning Process - 1 Page
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