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The framework
The Harmony Financial Wellness Group
Home
About
About our team
Who we serve
The RBC Wealth Management difference
Working with a CFP®
Working with us
The framework
Wealth management defined
RBC WealthPlan
Women and wealth
ElevateHer Wealth
Investor education
A Strong Woman for Strong Women Podcast
Insights
Market commentary
Financial empowerment
Contact
rbcwealthmanagement.com
Sign in
Important information
Home
About
About our team
Who we serve
The RBC Wealth Management difference
Working with a CFP®
Working with us
The framework
Wealth management defined
RBC WealthPlan
Women and wealth
ElevateHer Wealth
Investor education
A Strong Woman for Strong Women Podcast
Insights
Market commentary
Financial empowerment
Contact
The flourishing framework
Discovery
In this initial meeting, we get to know each other.
We will discuss what brought you here and address any immediate financial concerns.
We will provide a proposal that outlines our process, including the information needed for the next steps on your journey.
Fix
During this meeting, we will delve into the details.
We will review our observations, the potential opportunities, and implementation steps required to address these immediate needs.
If we decide to work together, a plan of action will be created, and our team will assist in welcoming you onboard.
Fine
This meeting is focused solely on the detailed steps necessary for implementation.
Most clients come to us while navigating through or anticipating a change in their lives.
These transitions can be unsettling, and the primary goal of this meeting is to address your most imminent financial needs.
Focus
Now we focus on your advanced planning needs and continuous financial journey.
We will engage in a deeper discussion, answering three pivotal questions that help to reveal your "why", and address the obstacles holding you back from being present for the moments that matter.
This stage is about defining what flourishing means to you and tailoring the wealth management process to help achieve it.
Flourish
Now the advanced planning and transformation can come to fruition.
We align your reflections, develop a plan, and collaborate with our network of professionals on the solutions.
Your wealth can truly be connected to what matters most in your life.