Our Process

Let Us Help You Navigate the Way

We always begin our process by looking at your specific situation. We will better understand your family, interests, and personal ambitions. With this information we build a custom financial plan that’s unique to you, delivered with best-in-class service.

Once we get started, we’ll remain your partner in finance every step of the way. Throughout every stage of our balanced approach we will continually review, monitor, and update your plan, to ensure you find continued success.

Our Process

Discovery Meeting

We'll start by examining your current situation. A thorough understanding of your personal finances allows us to reveal your core needs and begin to set goals.

Chart your financial goals

Choose your own journey and we’ll help with the rest. We’ll consider your timelines, current assets and the amount of money required to reach your objectives.

Introduce the FHP Balanced Approach

Our Balanced Approach adapts to your stage in life. Equally proactive and defensive, it contains the strategies to chart you towards everlasting financial health and freedom.

Implement solutions

After determining your custom financial plan, we’ll schedule discussions (as often as agreed upon) to communicate growth, changes and suggestions regarding your financial health.

Review and Optimize

Navigate your life’s course freely. We’ll proactively monitor and adjust your financial plan as changes occur in your personal life, the markets and the economy.

We've been working with Nic for a few years now and a few things are clear. 1) Nic always has and makes time for you. You never feel like you're wasting his time, and never feel like any question is too silly. He's patient and accommodating. 2) He's comfortable making recommendations that do not solely benefit his bottom line. He has his client's best interests in mind, and sees his success as fitting within that, while not overly dictating the journey you take. 3) He's open and receptive to feedback. He isn't afraid to try new things, or experiment with new approaches for communication and always welcomes feedback on how to improve. For these reasons and more it's been a pleasure to work with Nic and we look forward to continuing our relationship into the future.

Nicolas is a great financial advisor. He promotes a balanced and comprehensive approach with a long-term vision. Friendly and personable while also professional and efficient. He has helped us develop and start executing a plan for a good life (with good risk management), unlike other advisors I've had who seemed exclusively focused on selecting investments. His engagement style really works for us - the frequency of communication and meetings, excellent meeting preparation and follow-up, and gentle prodding when we need it.