Work Together — Aberdour Investments

The Process

We begin with getting to know each other. A complimentary first meeting or phone call to explore what it might look like to work together.

Bring your financial documents and we’ll sort through it all, putting everything in its right place.

We help you discover your financial goals and values by spending time together and develop your personalized road map to success.

We create a plan to help you see your current trajectory towards your goals and map out a path way to help you get from A to B.

We’ll work with you to ensure the plan and recommendations we create together gets implemented and doesn’t sit gathering dust on your table.

Life happens. In light of your changing situation we will continually monitor and update your plan.