Balanced Life Process

David believes that his clients have to be as comfortable with him as he is with them. That’s why your first meeting is all about seeing if there is a meeting of the minds.

In your next meeting, David will closely review your investment portfolio and your mid and long-term goals. He’ll also get up to speed with your investment and lifestyle objectives, and discuss how he can help make you more comfortable in your future.

David will present you with a comprehensive, simple to understand investment plan that can help take you from where you are today to where you want to be tomorrow. Based on your approval, David will implement the plan.

Once your plan is up and running, David schedules regular meetings with you at his office or your home. This is to revisit your strategy, progress and overall investment plan, and to help ensure that you are completely comfortable with your progress.