In the spirit of the Titan Prometheus, we bring innovation, knowledge, and insight to everything we do for you.
There’s a lot more to the name “Prometheus” aside from being a cool movie about aliens directed by Ridley Scott. It actually comes from a story in Greek mythology!
When the world began, there were two factions of beings: the Gods and the Titans. These two groups were constantly at war with each other to gain control of Earth. The Gods, who were slowly winning dominion over earth, weren’t exactly nice to the humans, and we were left to live in darkness and ignorance. One Titan, Prometheus, decided to help the humans at great risk to himself...
Prometheus went to the top of Mount Olympus where the Gods lived, and he stole “fire” from the Gods, which they had kept all to themselves until now. Prometheus then gifted this mystical fire of Olympus to the humans. This fire, a symbol of innovation, knowledge, and insight, helped usher humans into a golden age of prosperity.
In the same spirit, we want to fire up your finances with innovation, knowledge, and insight. These are the pillars of how we work for you.
We create a space to help you discover your “why”, to design a financial plan with intention and purpose.
So let’s dive into your life, and find out what really matters to you and your family. Allow us to re-organize your finances based on your “why”, so it may spark joy in your life!
- Want to spend your retirement lounging on a beach?
- Dream of passing on wealth to your kiddos?
- Interested in creating legacy capital to benefit charities?
A financial plan is not just something you think about once you reach a certain age, or only if you run a business. It’s an important part of our everyday lives.
How We Work
This first meeting is all about you
We always kick things off with a discovery meeting where our Vancouver financial planners dig deep and find out what makes you tick. We never judge. So, tell us about that $5 a day coffee habit or your expensive sneaker collection. We create a safe place and ask the right questions so that we can learn everything about your financial life. And, because all relationships are a two-way street, if you have questions, ask away.
This get-together is an opportunity for us to get to know one another. When we understand your priorities, goals and needs, we can create a plan and suggest products that are truly tailored to your needs. The best part? Well, aside from helping you crush your financial goals, is that we make the experience fun and relaxed.
Hey, hey, welcome back to Prometheus. When you come on in for your second meeting, we’ll have done a whole lot of homework based on our initial chat. We’ll sit down with you and show you the customized strategies that we recommend to achieve each of your goals.
We’ll explain how these strategies can take care of your priorities, and take care of your worries. Our team will also talk about ways you can avoid certain pitfalls, by building a timeline of your financial future. By the time you leave our office, you’ll be able to breathe easier knowing we have your back and you’ve taken important steps in securing your financial future.
Let’s get it done!
What good is a personalized financial plan if it just sits there? This is where we spring into action. Depending on your needs, we might also connect with your accountant, lawyer or banker. In certain situations, a team approach will ensure all pieces of your financial life are integrated.
We’ll help you monitor your progress and we’ll keep your plan current. Whether a bundle of joy comes along, you land a sweet new gig or you decide to retire, we’ll make the necessary adjustments. This way, you’re getting the insurance products and financial tools you need at any given stage in your life.
And, don’t worry, this won’t be the last time you see our smiling faces! Going forward, we’ll meet every year for service and maintenance of your financial plan.