Symphony Financial Solutions Inc.

What to expect when you work with us

Most people who reach out to us have never worked with a financial advisor before, or they’ve had a bad experience where someone sold them something and they never heard from them again. We get it. So here’s exactly what working with us actually looks like.

First, we just talk

The first meeting is free and there’s nothing to bring, nothing to sign, and nothing to prepare. Seriously. We’ve had people show up apologizing because they didn’t bring their statements or know their numbers off the top of their head. Don’t worry about it. That stuff comes later.

What we actually want to know is your story. Are you a business owner trying to figure out what to do with money sitting in your corporation? Getting close to retirement and wondering if you’re actually on track? Just had a life change and realized you probably should have a plan? Whatever it is, that’s where we start.

Most people leave the first meeting surprised at how much clearer things feel just from talking it through out loud with someone who knows what they’re doing.

Then we do the work

After we understand your situation, we go away and build you an actual plan. Not a brochure, not a product recommendation. A real financial strategy that looks at your whole picture. Tax, insurance, investments, retirement, whatever applies to you.

This takes a bit of time and we do it properly. You’re not getting a roadmap that was copy-pasted from someone else’s file.

We sit down and go through it together

When your roadmap is ready, we walk you through it in plain language. No financial jargon, no confusing charts that don’t mean anything. If something doesn’t make sense to you, we explain it differently until it does. You should leave this meeting knowing exactly what you have, why you have it, and what it’s going to do for you.

You’re also not going to feel pressured into anything. If you want to think about it, think about it. We’d rather you feel good about the decision than rush into something.

We get things set up

Once you’re comfortable and ready to go, we take care of the details. Opening accounts, setting up policies, transferring investments. Whatever needs to happen, we handle it and walk you through each step. A lot of Clients are surprised by how straightforward the actual implementation is once someone just tells them what to do and does it with them.

We stay in touch — and we actually mean that

This is where a lot of advisors drop the ball. You sign the papers, they disappear, and you only hear from them when the market tanks.

That’s not how we work. Your roadmap needs to change as your life changes. We check in regularly, we reach out when something relevant happens, and we’re always available when you have questions or something comes up. Life moves fast, especially when you’re running a business or getting close to retirement. We keep up with it.

Ready to have that first conversation? Call us at 587-701-7106, text us at 825-533-4224 or send an email to symphony.financial@sunlife.com and we'll find a time that works. No agenda, just a chat.