More about Patricia.

PHILOSOPHY: MATTERS OF THE HEART

The following are the key philosophies that drive all of my engagements and interactions with my clients.

‘IT IS WHAT IT IS’

Acknowledge and accept challenges so you can identify and implement solutions Results are achieved when the right decisions are acted on

BENEFIT FROM MENTORS

Work with someone you trust who shares your values and philosophies Learn from the experience and wisdom of others Choose financial management mentors who have personal experience with challenges and goals similar to yours Hire the best you can and let them do their job

KEEP IT SIMPLE

Complicated plans and strategies create confusion and undermine confident decisions When a strategy is easy to understand, it is also easy to implement, so you are more likely to stick to it

FINANCIAL SUCCESS IS GREATEST WHEN STAKEHOLDERS COLLABORATE

Family members and partners benefit each other when they work together and integrate their planning Open and honest communication among stakeholders is critical for any plan to be successful

PROCESS: WHAT YOU CAN EXPECT

The following are the steps I follow when working with all of my clients and families:

  1. Get Acquainted: Informally discuss our individual styles, your expectations & goals, my commitments and identify a strong synergy
  2. Establish Agreement: Acknowledge a desire to work together
  3. Set the Foundation: Gather your personal information, discuss parameters and define your desired results
  4. Propose Recommendations: Introduce proposed solutions, for confirmation upon establishment of accounts and review of existing assets
  5. Implement: Set your financial management strategy in motion with account setup and necessary paperwork
  6. Finalize: Customize proposed solutions to adapt to constraints in your existing portfolio and execute as agreed
  7. Review: Confirm transactions, review for accuracy and identify outstanding issues
  8. Maintain: Establish next contact and touch points for future needs and ongoing maintenance
  9. Commit: Stick with your strategy and reap the rewards!

PORTFOLIOS: A STRATEGIC PERSPECTIVE

The following are the values that guide the creation and management of all of my clients’ wealth management portfolios.

PROTECT:

Your portfolio from risk You from irrational decisions Your assets from creditors Your estate from its heirs

CREATE:

Value – an increase in your net-worth Clarity – a strong understanding of your strategy Confidence – peace of mind in your decisions Consistency – a reliable plan

FACILITATE:

Wise decisions with your cash, your investments and your assets Administration and tracking On-going maintenance Changes as they are required – keep the design flexible in nature

SUCCEED:

Always do what it takes Consistently follow-through Candidly acknowledge and rectify mistakes Relentlessly implement proven success strategies

My Commitments


Expect Exceptional

  • I am your central hub of information, expertise, counsel and advice related to your financial management success
  • I am your gatekeeper to protect you from irrational decisions and help guide you in making sound financial management decisions that generate strong financial results
  • I am aligned with a network of experts to ensure exceptional advice and results
  • I have a proven, organized internal process that is designed to bring you reliable follow-up and thorough follow-through on your financial needs

My Style


  • Instinct for family dynamics
  • Personal experience in “matters of the heart”
  • Confident guide to lead you to a sound financial foundation
  • Candid approach address your most important priorities
  • Assertively acknowledges the elephant in the room

Let's get started


Contact me today to schedule an informal consultation to discuss style, expectations and goals.

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