Failing to plan is planning to fail

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Our Wealthcare Process


We start with a comprehensive financial health check-up of your current financial position. Based on your results, we apply our unique Wealthcare financial planning approach, which has been shaped by over 12 years of experience helping our clients.

Understand your Needs & Goals

1. Understand your Needs & Goals

Gather Information & Analyze Data

2. Gather Information & Analyze Data

Build Your Financial Plan

3. Build Your Financial Plan

Discuss & Suggest Recommendations

4. Discuss & Suggest Recommendations

Implement Financial Plan & Strategies

5. Implement Financial Plan & Strategies

Monitor, Report & Review Progress

6. Monitor, Report & Review Progress

*Steps 4-6 may involve services and products provided by Aligned Capital Partners Inc.
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