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 checklist 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, our team designs your financial roadmap. We tailor strategies that fit your objectives — from investments and insurance to retirement and legacy planning — and present them in a way that’s clear, actionable, and aligned with your priorities.

4

Deploy

After reviewing our recommendations together, we agree on the best approach and move forward with implementation. For clients with more complex needs, this stage includes the creation of our signature WealthBook approach — your personalized financial map that brings every element of your wealth together in one coordinated plan.

5

Review

Life changes — and so should your plan. Regular reviews keep your strategy aligned and evolving with you.
Just like a health check-up, these ongoing reviews help ensure your WealthBook — and your goals — stay on course toward the life you’re building.

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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 in 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 world fits together — helping you build Wealth, Well-Built.

We help navigate life’s most important financial decisions

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