Our Philosophy
We have a very enlightened philosophy around financial independence. It is fully converged and integrated around Wealth Management, Risk Management, Tax Management, Debit management, estate planning—all the pieces of the puzzle.
Our view is that if it is not fully integrated, it’s flawed. And incidentally a part of our philosophy is we would never ask a client to do anything we wouldn’t do ourselves.
Our Planning Strategy
Discover
We discuss and identify where you are, how you got there and where you see your family in the future. That gives us clarity.
Design
We design a planning strategy specific to your needs, create your first draft (our recommendations) and redefine until we are all comfortable to move to deploy
Deploy
We then put your plan into motion, open and fund accounts, monitor and review as often as needed to make sure the plan remains on track and adjusting when needed.
Our Process
You see, once we deploy the planning strategy we stick with a process, and as our clients’ life unfolds and their needs evolve we put all the pieces of their financial puzzle together Which we have named The Pineapple FORMula.
How Can Our Pineapple FORMula help you?