At Fortis, we understand that no two people have the same financial aspirations & goals. From our first conversation with a client, we set out to build a relationship that tailors a comprehensive plan according to an individual's unique needs.
How we strive to create a solid financial foundation for our clients and what you get from Fortis:
- Identifying goals & objectives
- Defining the scope of our agreement
- Analyze & evaluate current circumstances
- Create complete financial profile
- Consult, where applicable, with your tax, legal and other professional counsels
- Specific strategies & recommendations
- Provide resources & education on all plan design
- Meet regularly to review, measure, reflect & refine to nurture a successful outcome of your plan.