At Jesse Harris Private Wealth Management, our team of financial planners believes in a two-way partnership approach.
We want to learn about every important element of your financial future. Your goals, dreams, and biggest concerns. Whether that's optimizing a business, retiring early, or asset management. In our discovery meeting, which can be done virtually or out of our office in beautiful Victoria, British Columbia—we will do just that as well as ask you questions to gain clarity surrounding your current finances. And lastly, we'll share more of who we are, what we do and how we do it!
Our team then creates your personalized IG Living Plan. Sharing our recommendations as well as visual 'what if' scenarios to explain how actions you take now may affect your long-term financial plan when implemented. Our highly detailed planning experience encompasses all aspects of your financial future. Cash flow management, income and asset protection, investments, retirement planning, estate planning and more.
Upon deciding to enter a two-way partnership, our team will take you through an onboarding process, bringing you into our practice as a new client.
We take client services very seriously. Our new clients will experience frequent communications in the early stages then structured milestone meetings over the course of the first two years. Future meetings are then structured uniquely to each of our clients' planning needs. We will continue to be an available resource for you when facing various life events and changes; making sure you stay connected with important industry information such as changes in tax laws and federal budget.
Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you are on track to meet your goals, based on key dimensions of your financial life. From optimizing your retirement, to preparing for the unexpected, answering a few questions pertaining to key planning areas will deliver a financial well-being score out of 100, and personalized recommendations to help you make improvements.
