About Us

We clearly explain and document the services that will be provided to you and define both our and your responsibilities during the professional relationship. We explain in detail how we get remunerated by whom & when, and also how we have become a successfully transformed fee based practice. We are advice driven.

We ask for information about your financial situation & experience with regards to financial planning in the past. We then mutually define your personal and financial goals, we discuss timeframes & risks involved, as we understand how all of this risk factors affect you and your loved ones.

Then we analyze your information to assess your current situation in order to determine what has to be done to meet the required goals. Depending on the services that has been elected in our Service Level Agreement, it could include analyzing assets & liabilities, insurance coverage, investments, Estate Duty & Capital Gains Tax calculations.

etc

We offer recommendations that meets your needs & goals, based on the information you provided. We go over the recommendations with you in order to help you understand and most important, make well informed decisions.

We agree on how these recommendations will be executed & carry out the action plans with you & or other professionals such as Attorneys, Accountants, Stock Brokers & Executors.

Last but definitely not least, we agree on how your Planning will be reviewed in order to attain your goals.

In short, we are passionate about people whom are passionate about their own Financial Planning. We strive to be the change our Financial Industry so desperately needs. @lcfm we pride ourselves on honesty and setting example by leading with integrity.