Insight 360° Approach

Built for Canadians in life’s busiest season.

Choosing a financial advisor is one of the most important decisions you’ll make. It shapes your quality of life today and the legacy you’ll leave tomorrow. With so much at stake, you deserve a process that is clear, transparent, and built on trust.

That’s why we created the Insight 360° Planning System — our complete framework that brings every piece of your financial life together. It’s how we simplify complexity, and help you take back your time with clarity, confidence & calm.

Here is the journey, step by step.

The Insight 360° Clarity Call

(20 min)

A 20 minute, no-pressure call with a Certified Financial Planner designed to bring clarity to your goals & next steps, whether we work together or not.

Goal: Clarity without commitment.
Next step: Schedule Insight 360° Intro (if applicable)

The Insight 360° Intro Meeting

(Week 1)

A quick meeting to find out if working together makes sense. The goal is to get to know you and what you’re looking for in a financial planning relationship. We’ll share how we work with clients and what success looks like.

Goal: Total clarity on potential fit, and next steps (if applicable).
You’ll receive: Your personalized Insight 360° Launch outline.
Next meeting: 1-2 weeks (if applicable)

The Insight 360° Launch

(Weeks 2–6)

This is where we lay the foundation for your plan. We gather all necessary information, open accounts, and get you onboarded into our systems — including your Insight 360° Dashboard. We coordinate with your other key professionals as needed so everything is organized from day one.

Goal: Structure and clarity through seamless onboarding.
You’ll receive: Organized data, Dashboard access, launch checklist and regular updates.
Next meeting: 4-6 weeks

The Insight 360° Blueprint

(Weeks 6–8)

We design your personalized roadmap — a step-by-step action plan that brings clarity to your cash flow, investments, insurance, taxes, estate and overall strategy.

Goal: One clear strategy and action plan.
You’ll receive: Your Insight 360° Blueprint.
Next meeting: Ongoing

The Insight 360° Strategy Session

(Ongoing)

Your life, goals, and markets are always moving — your plan should too. We meet proactively to track results, identify opportunities, and course-correct before small shifts become big surprises.

Goal: Keep you on track, in control, and ahead of change.
You’ll receive: A forward-looking strategy update and clear priorities for the year ahead — not just a review, but a recalibration.

Why Clients Choose The Insight 360° Approach

One connected system instead of scattered advice
Clear timelines & deliverables that keep everyone accountable
Time back through proactive coordination & done-for-you execution
Confidence knowing every piece of your plan is working together

Let's find financial clarity.

A 20-minute conversation with our founder to get to know each other and see if our approach is right for you. No commitment — just clarity.

Book Your Clarity Call