At Fox-Revett & Associates Private Wealth Management, our approach is built around understanding your unique financial needs and aspirations. We believe in creating personalized strategies that align with your goals, whether you're saving for retirement, growing your wealth, or navigating complex business financial decisions. Our process combines in-depth analysis, strategic planning, and proactive management to deliver tailored solutions that adapt as your life and family's circumstances change. With a focus on collaboration, transparency, and long-term success, our team of CERTIFIED FINANCIAL PLANNER® (CFP) professionals are dedicated to guiding you every step of the way toward achieving your financial vision for your dream retirement and beyond.

Our Private Wealth Planning Process is designed to begin with you and your goals, and together, we build a dynamic, responsive plan that adapts as your life and goals evolve.

 

Client Discussion and Discovery

We meet face to face and discuss your personal situation and circumstances.
By getting to know each other, we ensure we’re on the same page when it comes to
what’s important to you and where you see yourself in the future.
You learn about our team, history, approach and philosophies.

 

Creating Solutions

Addressing your concerns and achieving your goals is our top priority.
Any gaps and/or opportunities in your current financial situation are identified.
Ideas and alternative solutions are crafted and presented to you for your input.
We refine your plan by working as a team.

 

Decision and Implementation

This stage formalizes your financial plan based on our mutually agreed upon solutions.
Our team implements the plan, following our process from start to finish.
We provide confirmation once complete.

 

Regular Progress and Review Meetings

Face to face meetings to discuss any changes to your life and financial situation.
An ongoing synchronized process incorporating:

  • Tax Planning
  • Investment Planning
  • Risk Management
  • Estate Planning
  • Retirement Planning
  • Ongoing Education Opportunities

We provide confirmation in writing of our discussions, adjustments, recommendations and actions.

Learn more about the Private Wealth Planning Experience approach:

 

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