Developing positive relationships
A Partnership Approach
At TCD Global, we have developed a unique partnership approach that always ensures our clients are the focus of everything we do and the relationships we develop are positive ones.
Establishing needs
To create a financial plan that will see you through your entire life, it is necessary to establish how much money will be needed to fund the lifestyle you want.
The TCD Global wealth planning approach seeks to answer this critical question and prepares you to overcome unforeseen events and expenses. After working hard to get to this point, we ensure that your efforts are turned into providing you with the maximum potential benefits for the rest of your life.
Starting the process
All clients know precisely what we will do for them, as our process has been thoroughly discussed in the getting to know you phase.
This ensures every new client begins the wealth planning process with a thorough understanding of the services we offer and have a clear picture of where they stand presently and the path we intend to take to get them to where they ultimately wish to be.
Implementing the plan
After the initial discussions, we begin implementing our plan, which is flexible and can be adjusted to accommodate future changes in circumstances, requirements, and objectives.
Putting it into practice
After the discovery process has been completed and we understand your needs, wants, and objectives, it's time to start building your investment portfolio and addressing other financial planning needs. This could include communicating with your legal counsel or other professionals to discuss retirement plans, tax planning, wills, planning your estate and insurance coverage, to name some of the areas considered. Finally, we will present you with a timeline for implementing the various parts of the overall plan so you clearly understand the actions being undertaken.
Rolling reviews
Just because the plan has been executed in its entirety, wills written, estates planned, portfolios established, and insurance updated, this is not the end of our work. Life is full of surprises, unforeseen events, and opportunities. Regularly reviewing your situation, needs, and circumstances, coupled with updating progress on your investments and income, will provide us with the answers as to whether adjustments need to be made to keep you on the road to achieving your ultimate financial success.
The TCD Global structured wealth planning process is comprehensive and transparent from day one. Client accounts, transactions, and updates can be viewed online, 24 hours a day, 365 days a year.
About our partnership approach.
