Individual Services
Thornhill Financial Services
Holistic Investment Management
Getting Started
Here’s how to start receiving professional finance advice:
1. Initial Meeting
Let’s learn about your financial goals and needs. You are invited to our office for a detailed conversation and a team introduction, or we can meet virtually depending on your personal preference.
2. Mutual Agreement
We decide if we are the right fit for each other. Your investment professional will only recommend moving forward if it is in our mutual best interest.
3. Strategy Development
Your financial advisor will handcraft a customized investment strategy that is tailored to you. We do not use generic “financial plans”. Everything we do is original and individual.
4. Portfolio Development
An investment portfolio is created that aligns with your strategy and is designed to meet your risk and time preferences. We explain our recommendations and how they match your goals.
5. Asset Transfer
Upon approval of your strategy and portfolio recommendations, our team will begin managing your assets while providing ongoing education. We keep you informed of what we are doing and why.
6. Ongoing Support
We value your communication and feedback, so we meet with new clients quarterly for the first year. This helps us monitor your progress, make adjustments, and address issues. After the first year, you can choose to meet quarterly, semi-annually, or annually.
Services Offered
Your portfolio and strategy may include customized solutions for: