Trimaran Financial Ltd.

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Description

The Strategic Wealth Process ™ is designed specifically for entrepreneurs. It provides a framework for dealing with the many challenges business owners encounter when planning for the future while at the same time helping you to seize opportunities to enhance your personal and financial situation. The Strategic Wealth Process ™ was developed by Sandra Pollack incorporating her financial planning expertise and knowledge of entrepreneurs. It is an approach tailored to meet your unique needs and values. Discovery Process ™ This is the starting point of our relationship. Through one-on-one discussions we learn about you, your values, your business and your history. Charting the Course Formula ™ Once we have clearly understood your values, the next step is to determine the direction you would like to go based on your priorities, your dreams, and your vision. During this process, we will work with you to help identify and document both your personal and business goals. Asset Alignment Plan ™ Upon completion of the Discovery Process and the Charting the Course Formula, we will design for you a customized "financial snapshot" as it relates to allocation of assets and your balance sheet. Risk Assessment Approach ™ Purpose of this process is to evaluate your exposure to risk, while taking into account changing trends in the marketplace. If there exists any problems that would place your current assets at risk, these risks are highlighted. The Navigation System ™ Once your goals are identified and a thorough examination of your assets and potential risks (if any) completed, we design a personal action plan. These recommendations are based upon time tested strategies and provide a path towards your goals. Set of the Sail ™ As time progresses, circumstances and priorities change. This is key to ensure you stay on course. Regular reviews to measure progress and integrate changes are an integral part of our work. To discuss your unique financial needs please contact us for a confidential consultation. 680 Montreal Road Ottawa, ON K1K 0T3 Tel: 613-744-1011 Fax: 613-744-4883

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