The Bay Street Wealth Partners Process

It’s not just financial planning, it’s financial life planning. We get to know you as a person, not just a client. We connect through genuine conversations and consistent communication so we can better understand your emotional needs, dreams, uncertainties, and goals—allowing us to tailor a plan that suits your unique situation.

We strive to break down complex topics into simple action steps, allowing you to achieve your full potential and maximize your life

Our team schedules a face-to-face meeting – either through a video call or in-person – to identify your goals, priorities, preferences, as well as potential obstacles. The information shared during this meeting determines if an ongoing partnership is the right fit.