Financial Planning

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.