Broker Check

What To Expect

YEAR 1

In our first year of working together, we will help you get financially organized and clearly articulate your goals and objectives. Next, we will work with you to collect the data and financial statements necessary to create a snapshot of your current financial situation. 

We will create a financial plan that shows a clear path to achieve your goals and uncovers any risks you face along the way. This plan is designed to be fluid in nature and will be changed many times over your lifetime. We then help you implement this plan and provide clear actions necessary to put you on the right track, improve efficiency, and address the risks we have identified.

Areas of implementation include but are not limited to:

  • Cash Flow and Financial Position
  • Protection Planning and Insurance
  • Investments
  • Tax Planning
  • Retirement distributions
  • Estate Planning
  • Business Succession and Employee Benefits

YEARS 2 AND BEYOND

Your financial plan will need to be modified over time as life changes your goals and circumstances. This is why we create dynamic, flexible financial plans and conduct regular reviews with our clients.

At Tide Creek, we have three different types of reviews:

  • Annual Review. At least once a year, we will conduct a complete review of the previous year and address any changes that occurred. We will update your financial plan and recommend any additional actions that are necessary to keep you on track to achieving your goals.
  • Investment Review. We will analyze your investments and make sure they are still suitable for you. Together, we will ensure they continue to align with your goals and time frame.
  • Insurance Review. We will analyze your insurance portfolio and determine if it is still adequate for your needs and the protection of your loved ones.


Learn more about our process here.


Note: Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or feeds outside of the financial planning fee.

Ready to feel confident about your finances?

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