The SFG Approach

Here is a glimpse of our refreshing approach to building authentic success. We call it the SFG Approach. We have designed our approach to align with and integrate the needs and goals of our clients.  It is distinguished by three unique and important stages that illustrate our philosophy of serving clients throughout the personal and professional stages of their life.  Our approach provides a framework that is structured, holistic and presents benefits beyond your personal financial plan or organization’s basic benefits plan. 

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Step 1

Stage 1: Foundation

In this stage, we work to manage risk to protect families and organizations from catastrophic loss by identifying and establishing crucial goals. The focus is on building client knowledge, awareness and creating wealth and sustainability strategies.

Step 2

Stage 2: Strategy

In this next stage, we prioritize the goals you have established and build an integrated plan to fulfill them. This stage includes behaviour management coaching and alignment of strategic advisors & resources as we work towards achieving long-term goals.  An additional focus for business clients and charities is key-employee retention strategies and succession planning.

Step 3

Stage 3: Fulfillment

In this final stage, clients begin to actualize their goals.  Our personal financial planning clients shift their focus to managing financial independence and actualizing the legacy and impact they have been fostering. Our business clients shift their focus to managing succession and actualizing their impact in the community.  Our charity clients shift their focus to enhancing their quality programming and managing financial sustainability to fulfill their mission. 

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We serve our clients by providing expert advice in financial planning, benefits & pension and personal development