Our Process

At WC, our financial planning process begins with an initial consultation, either online or face-to-face, to determine if we are the right fit for each other. If we decide to move forward, we will provide you with a document to collect your financial data, which will help us understand your financial situation and goals.

Based on the information we collect, we will conduct thorough research and projections to create a customized financial plan for you. This plan will be outlined in a document called a Statement of Advice, which will present various options we considered and our recommended personalized solution for you.

Once you understand and agree to the plan, you will sign an authority to proceed, and we will begin implementing it. The cost of implementation will depend on the specific plan you choose.

After the plan is implemented, we will review your situation annually, or up to four times a year, to ensure that your financial goals are being met and make adjustments if necessary. Our aim is to provide you with ongoing support and guidance to help you achieve financial security and reach your long-term financial objectives.