A Life-Centered Process
That Sets Us Apart

 

A LIFE CENTERED APPROACH

Our purpose is to help you achieve the best life possible with the money you have. We will work in partnership with you, putting your life at the centre of our conversations. We will take time to understand YOU, your background, philosophy, needs and objectives so that we can help you put your money to good use. In so doing, we strive to provide you with a better Return on Life not just a better return on your investments.

ORGANIZATION

We will help you get your financial house in order and help keep it that way. We will help provide for your lifetime income and expenditure needs, your tax planning, asset allocation, risk management/protection, and estate planning.

ACCOUNTABILITY

We help you follow through on your commitments by working with you to prioritize your goals, show you the steps you can take and regularly review your progress towards achieving them.

OBJECTIVITY

We provide insight to help you avoid emotionally driven decisions in important money matters. We are available to consult with you at key moments of decision making, doing the research to ensure you have all the necessary information.

PROACTIVITY

We work with you to anticipate your life transitions and to be financially prepared for them by regularly assessing what is coming and creating the action plan to address and manage these transitions ahead of time.

KNOWLEDGE

We explore the specific knowledge needed for you to succeed by first thoroughly understanding your situation, then providing the resources to help with your decision making. We explain the options and explore the risks associated with each choice.

The Ataraxis Financial Planning Process™

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VISION. CLARITY. CONFIDENCE.

first we team up with you to establish a relationship, and then Our Financial Planners lead you through a process to:

  • Discover your passions and the wealth needed to fund them

  • Analyze your current situation and financial goals

  • Design a plan to achieve your goals, and grow your wealth

  • Implement the strategies outlined in your plan

  • Review and adjust your plan as your needs change

Our process starts with developing a relationship with you and learning about your goals and objectives. Then we plan and manage to those goals. All with your needs and vision guiding the process to get you to your financial freedom.