Our Process
Our Approach to Your Financial Plan
At Brightrock Financial, we work with you to grow your wealth, save your wealth, protect your wealth, and create a legacy. We take the time to find the right investments, the right insurance, the right experts, and the right solutions for you.
Discovery
We arrange an initial phone call to determine what you are looking for and ensure we are the right fit for you. We focus on your concerns and your priorities.
Plan
Schedule an in-person meeting or Zoom call to go into more depth of your current financial picture and discuss what matters most to you. We will then analyze the information and create a plan.
Recommendation
After gathering the information, we will design a custom financial plan for you and determine the next steps to move forward.
Implementation
Once you confirm we can move forward, we help you complete applications, open accounts, transfer existing plans over to us as your advisor and firmly implement your plan!
Stewardship
We stay by your side throughout your financial journey to monitor your plan and ensure you stay on track!
What Do We Provide For You?
We work with individuals, families, medical professionals, corporations, and entrepreneurs to create a financial plan and answer the big questions:
Insurance planning
how much insurance do I need?
Cash flow management
how do I best allocate my money for spending and investing?
Investment planning
how are my investments working for me?
Retirement planning
how much should I be putting away to retire? How much can I expect to receive?
We will help you answer
- How long will my money last, will I be okay?
- How much can I spend so I don’t run out of money?
- When should I take my CPP and OAS and pension?
- What should I draw an income from first? TFSA or RRSP?
- Am I saving enough?
- What happens if I die or get sick?
Our Strategic Partners
Portfolio Managers*
Insurers
