Through mindful conversations and fact-finding, they help their clients [either personal or business] build a strong financial foundation through the 6 Pillars of Financial Planning:

1. Manage Cash Flow
2. Debt Reduction
3. Income Protection
4. Savings/Wealth Accumulation
5. Retirement/Estate Planning
6. Minimizing the Impact of Inflation & Taxes

Whilst looking at the big picture of financial planning, Roy & Gigi will look into the situation and needs of the client. They will tackle which of the pillar needs immediate attention and planning. They will work closely with the client and will produce proposals to ensure their needs and goals are met.