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Our Process

Our Added-Value: A tailored Holistic & Global Approach

With integrity as our ally, we strive to provide our clients the best possible experience using a combination of holistic financial planning techniques, an extensive network of professionals and, by nature, a deep understanding of the challenges we must cope with when settling here in the United States.

We earn trust one contact at a time, in a professional, collaborative, and positive environment and seek to provide the most personal service available, thus earning a reputation of excellence in our industry and among our French clientele.

For each of our clients, we strive to help create financial stability and financial independence whatever the future may be. To do so, we have a unique process to enable our clients to achieve their own personal goals.

The best financial strategy will always be the one tailored to your specific situation. For this reason, we always start the same way - by understanding individual goals, aspirations and attitudes toward risk. Our holistic financial planners then identify and understand different stages of wealth (wealth building, consolidation, or transmission to future generations) and precise objectives (liquidity, performance, risk level, duration).

Through our recommendations, you will benefit from a unique financial plan tailored to your specific objectives: