Christopher Wicks Peregrine & Black

We help clients achieve their ideal lives by focusing on three key areas:
	1.	Financial Strategy: Ensuring resources to fund their ideal lives.
	2.	Protection: Safeguarding wealth to deliver plans, no matter what.
	3.	Purposeful Living: Helping clients live their best lives now and in the future.

Our process involves four stages, engaging both partners for couples:
	1.	Initial Conversation: A free meeting to explore values, goals, and priorities. Using a self-assessment scorecard, we gauge confidence in achieving their ideal life, providing a summary to guide their planning.
	2.	Financial Life Model: A personalized model built from financial data, timelines, and risk scenarios. This results in a clear plan with recommendations. Fees depend on complexity.
	3.	Implementation: We review policies and investments, aligning them with clients’ goals. Evidence-based recommendations are thoroughly researched and implemented. Fees are based on complexity.
	4.	Ongoing Review: Regular updates reflect life and market changes. Annual meetings review financial, protection, and life strategies.