Financial planning with the team at Power2 begins with us sitting down to discuss your needs and reasons for seeking advice. It is about determining how we can add value to your situation — in the most concrete financial terms. In the process, we will also collect information about your assets and liabilities, income and expenses, insurance, risk tolerance, and other relevant personal circumstances. 

This information will serve as the bedrock for your financial plan. Our recommendations will be tailored to your specific goals and objectives. Rest assured, we will be available to meet with you to discuss your strategy and answer any questions that may come up. Once you’re ready to go ahead, we will assist you with the required steps and paperwork to put your financial plan into action. We can also regularly review your financial plan to ensure you remain on track.