Comprehensive Financial Planning
OUR PROCESS
Our financial planning process ensures that your immediate needs are met and your long-term goals are accomplished.
INTRODUCTORY
MEETING
Get to know us and learn more about our process and our team.
DATA
GATHERING
Comprehensive discovery of your planning needs and goals for the future.
PLANNING
MEETING
Detailed presentation of our recommendations for your personal financial plan.
INVESTMENT
MEETING
Based on your goals and our recommendations, start implementation of your planning needs.
6 MONTH
FOLLOW UP
Check in meeting to ensure that your financial plan and investment strategy is progressing towards goal attainment.
ANNUAL
MEETING
Yearly updates to your financial plan ensuring your goals are on track and accommodating for ever-changing life circumstances.
AREAS OF FOCUS
GOALS
INCOME
INVESTMENTS
RETIREMENT
GIVING
FOUR POINT TEAM
The diversity in the skills and expertise our team possesses is our most powerful asset.
Investment & Research Team
Oversees your investment portfolio and
ensures it meets your planning objectives.
Advisory Team
Gives recommendations
and attends all meetings.
Planning Team
Reviews and updates your financial plan each year in response to your changing circumstances and goals.
Client Service Team
Helps ensure all administration information
is updated and that your needs are handled.
Our Process
ONE INVESTMENT PHILOSOPHY
We take an academic approach based on the belief in markets.
Our Process
ONE INVESTMENT PHILOSOPHY
We take an academic approach based on the belief in markets.
By letting markets do what they do best—drive information into prices—we’re free to spend time where we believe we have an advantage. Namely in how we interpret the research, design and manage portfolios, and service our clients.
It means we take a less subjective, more systematic approach to investing. An approach we can implement consistently and investors can understand and stick with, even in challenging market environments.
THE BABB BEAT
Insights into current financial planning trends,
upcoming events and latest news
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