Our Process

Becoming a Client

At Assante, we make sure you have all the information you need before making such an important decision as choosing a financial advisor. We provide all prospective clients with a detailed advisor profile, an explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, then formulate a plan to help you meet those goals. In the end, you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family.

To learn more about the benefits of being an Assante client, take a closer look at our customized approach below, or contact me at your convenience for a private consultation.



First, we get to know you, your financial situation, and your priorities.  By understanding your personal circumstances, we can identify your financial goals.






We will conduct a thorough analysis of your current financial situation, which helps to develop a Wealth Management Plan specific to your financial objectives. This ties in all areas such as: income, current and anticipated; cashflow and spending; financial requirements such as education of children, investment in a vacation home, retirement income, estate provisions.




A wealth plan is customized to provide solutions and recommendations so all steps to meet your key priorities become a reality. By having this framework, we have a strong basis to ensure you stay on track.

Implementation, Monitoring & Review



With any plan, it's important to review your priorities along the way and manage the evolving needs and markets to ensure we can continue to meet all your priorities as the plan evolves.