Impact Wealth

Our Approach

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Turning complexity
into confidence.

Our Approach

Every client’s story is unique, but clarity and confidence always start the same way — with a proven approach that helps you focus on what matters most.

Our five-step process brings structure to your goals and strategy to your decisions, expanding into your personalized WealthBook as your financial picture grows.

1

Fit Meeting

Your journey begins with a conversation — in person or virtual — to discuss your goals, expectations, and how our approach may align. The purpose of this first meeting is simple: to determine if there’s a mutual fit.

2

Discovery

Once we agree there’s a fit, we provide a list of items to gather key financial details and context. In your Discovery Meeting, we’ll clarify your current situation, explore opportunities, and establish meaningful goals that guide every decision moving forward.

3

Design

With a clear understanding of your goals, we design a coordinated strategy around your life. Investments, tax efficiency, insurance, retirement, estate and legacy considerations come together in a roadmap that is clear, actionable and aligned with your priorities.

4

Deploy

Together, we review the recommendations, make decisions and put your strategy into action. For more complex needs, your WealthBook brings the different elements of your financial life together in one coordinated plan and binder.

5

Review

Life changes — and your strategy should evolve with it. Regular reviews help keep your WealthBook, investments and planning aligned with your goals, while identifying new opportunities and decisions along the way.

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Frequently asked questions

What do I need to bring to a fit meeting?

Just you and a general understanding of what you have such as: investment and property holdings, debt, and any corporate holdings. The purpose of the fit meeting is to determine there is a mutual fit so it is important to understand where you are and what your goals, values and expectations are to ensure we can help.

How much does it cost?

There is no cost to have an initial meeting. If there is a mutual fit and we move to the discovery stage, you will provide details on your financial situation and we will identify gaps you should be aware of. We are paid only if there is an identified need and you choose to implement a solution such as an investment account or insurance solution. The fee structure of the various solutions is very transparent, our goal is to deliver uncompromised value to you, your family and your business.

What is a WealthBook?

For clients with more complex needs, we create a personalized WealthBook — a complete financial map that connects every aspect of your wealth into one coordinated plan.

It brings together your key details, including your professional advisor contacts, investment and insurance strategies, retirement and estate plans (such as your will and power of attorney), business interests, tax strategies, and review schedule.

Your WealthBook delivers clarity and confidence by showing how every piece of your financial life fits together — helping you build Wealth, Well-Built.

We help navigate life’s most important financial decisions

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