STEP 1: THE ICEBREAKER CALL
You already know about the professional, formal side of Canadian Islamic Wealth. Through our website, you can see that we’re CFP® professionals with years of training and experience in guiding clients through all their financial questions and concerns and crafting custom plans to help them reach their goals.
But before you hire a financial planner, you need to know if you like them on a personal level. We believe in not only providing you with a great service, but also giving you a great experience while doing so. This call gives you an opportunity to get to know us and to see if we click.
STEP 2: DISCOVERY PHASE
Once we decide to work together to help you plan and strategize for financial success, we’ll gather important documents and information during our discovery phase. When we do meet, we’ll dig deeper into understanding what you want your future to look like.
This meeting helps us know where you want to go and where you’re starting from. With all of the data at our fingertips, we then begin to build around your specific goals, wants, and needs that we discussed during our Discovery Call.
STEP 3: BLUEPRINT REVIEW MEETING
Once your comprehensive financial plan is laid out, it’s like receiving your handcrafted ship that’s ready to set sail. In other words, this is the point in the process where we start taking actions to implement action steps within your plan.
You receive a tangible “to-do” list as part of your financial plan. That includes your specific to-dos — as well as the tasks we’ll complete and be responsible for on your behalf. Remember, you don’t have to do this alone. We’ll be there every step of the way to keep you on track, hold you accountable, and keep you motivated.
ONGOING MEETINGS: YOUR HARBOR
A financial plan is never complete and shouldn’t be static. It’s not just a piece of paper. It’s a living strategy, a charted course for an ongoing process that evolves and changes with you. Our ongoing meetings provide reviews, maintenance, and upgrades to your plan. Life will have numerous course correction events, and we will be there to update your nautical map as needed.