Our Process2022-05-12T19:58:48+00:00
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.

ANNUAL
REBALANCING

We will be monitoring financial markets and will make necessary adjustments to your investment accounts to ensure their alignment with your financial plan.
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AREAS OF FOCUS

By focusing on 5 key areas of your financial lifestyle, we can design a financial plan that is specifically tailored to your circumstances and goals.

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.

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LET’S TALK

The first step on the path towards your desired financial lifestyle is becoming our client and scheduling your first planning meeting with us.

Contact Us

THE BABB BEAT

Insights into current financial planning trends,
upcoming events and latest news

VISIT OUR BLOG
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