Our Process
We'll help you see the big picture clearly
You're busy at work, and at home. This often leads to personal financial decisions being made one at a time - and not as part of an overall plan.
Parkhouse Financial is dedicated to helping you formulate a big picture plan by bringing you ideas you've never seen before, that will deliver a customized plan and portfolio for your particular needs.
While some manage the parts, we manage the whole, and for your entire family.
A Truly Transformative Conversation
1st Meeting – Discovery Discussion – 30 mins
We offer prospective clients truly transformative conversations that help you look at your most crucial issues in a new light, often providing you with huge breakthroughs. We will provide clarity on your big picture, and help you develop a customized plan by:
- Understanding your needs, goals and current situation
- Providing an overview of our investment philosophy and performance expectations, and of our fee-based compensation model
- Reviewing potential financial solutions to immediately help improve your current financial situation
- Agreeing upon service level expectations and ongoing plan monitoring
2nd Meeting – Strategy Discussion & Plan Execution – 60-90 mins
- Review strategies and investment solutions that can improve asset growth and decrease downside risk, all tax-efficiently
- Build plan that reconciles against your short- and long-term goals and objectives
- Commit to plan and complete corresponding administrative items to move your accounts under our care
Ongoing Servicing
Once your plan is in place, we continue to:
- Provide ongoing counsel including periodic face-to-face portfolio reviews
- Monitor markets and rebalance your investment portfolio to adapt to market conditions as required
- Add value through our topic relevant and timely newsletters/blogs, through additional services such as retirement, tax and estate planning and through access to our professional network including accountants, lawyers and mortgage advisors
Let’s put you first by reviewing how we can better help you achieve your financial goals.
If this is the type of relationship that appeals to you, contact us for a no-obligation consultation.
