Personalized Planning & Implementation

How We Work With You

Step 1 — Learn

We provide guides, checklists, webinars, and simple tools.

Step 2 — Diagnose

We help you understand your:

• Investment goals and constraints

• Cybersecurity risks

Step 3 — Invest (Only If It Fits)

We create a personalized financial plan for you based on prevailing investment principles per North American Securities Administrators Association™ NASAA. 

If you qualify, we offer access to tax-optimized investment opportunities that match your goals.

Step 4 — Protect

We help you implement our CyberSafe Wealth™ to stay scam-aware & cybersecurity-ready.  We help you build a “family investment security SOP”.  We guide you in setting up:

• dedicated email address / dedicated phone number for financial accounts

• password manager / MFA on all accounts

• fraud alerts / credit freezes

• investment account transfer lock / phone number transfer lock