HOW WE WORK WITH YOU
Sequinox starts by listening to what you want out of life not just out of financial planning. What’s important to you now? Where do you want to be in five years? What can we do for you? The focus is on you, so we can start an open honest discussion.
We’ll look at where you are today. We talk about your current income, savings and investments. You’ll also be encouraged to dream about what your future and retirement would look like. Do you want to travel or just have enough to help your kids through college?
At our next meeting, you’ll hear our thoughts about your assets and goals. We’ll go over any short-term wins we can see and share our plans for your long-term, customized financial plan.
You’ll get to take the plan home so you can think about our recommendations. We encourage you to ask questions and feel totally comfortable with where your plan is going.
Let’s take action
When you’re ready, we’ll put your plan into action. We know life changes, so Sequinox will constantly monitor your plan to see if any adjustments or changes need to be made.