“Trust, the one thing that changes everything” – Stephen MR Colvey

 

1- Sam Tabit is not only a Certified Financial Planner®, he also holds a master’s degree in Financial Planning & a Diploma in Life Coaching. 
Sam’s background and education make her uniquely qualified to help clients identify and adjust patterns and behaviours related to money. This background also gives Sam a special ability to lead clients through goal setting related to their business and/or personal lives.

 

2-We are committed to acting as a fiduciary in a client-centered relationship. 
This is an expectation under FOFA best interest duties.

 

3-We help you clarify your goals, and we ensure that we understand them.
We take the time to help you define exactly what you want out of your life, your personal definition of fulfillment.

 

4- We help you clarify your goals, and we ensure that we understand them.
We take the time to help you define exactly what you want out of your life, your personal definition of fulfillment.

 

5- We conduct a comprehensive financial review.
We find that the most successful and effective plans are those in which all of the pieces are working together toward one common goal.

 

6- We coach you  throughout life’s transitions.
Along the way, your financial plan is updated as life changes occur. And as you achieve your goals, we’ll help you identify your next challenges.

 

7- We Encourage client education.
Gaining education opens many opportunities and enhances your confidence in our financial planning process. In society we are not taught the values of real financial education. We believe to gain your trust and grow your wealth,education you will only complement our relationship and secure your retirement future.