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The Game Plan

This is our game plan—The Financial Power Play for Money in Motion. It’s how we help you navigate life’s biggest money moves like a champion and build a winning strategy for your wealth. Money in Motion includes: Inheritance | Job Change | Pension Decisions | Severance | Divorce/Separation | Business Sale | Real Estate Proceeds | Retirement.

We don’t just jump onto the ice without a strategy—we slow the play down, look at the full ice, and build a financial playbook around the decision in front of you. Whether you’ve received an inheritance, changed jobs, have a pension or severance decision, are separating, selling a business, selling real estate, or approaching retirement—this is how we guide you through every period of your financial journey:

1st Period: The discovery meeting, to assess what changed & what decisions matter

1st Period: The discovery meeting, to assess what changed & what decisions matter

Before making any major financial move, we start with a discovery session to understand your situation, your goals, and the decision(s) in front of you. Many people want to jump straight into investing or “moving the money,” but when money is in motion, it’s rarely just an investment decision. Without a game plan, it’s like taking a shot without aiming.

We’ll assess your full picture—cash flow, tax considerations, protection, retirement goals, and any deadlines—so your next move is intentional.

This period includes:

Identiy Goals

Identifying your short-term and long-term financial goals—and what you want this transition to make possible.

Discuss Your Needs

Discussing cash flow, savings, investments, debt, upcoming expenses, and what decisions feel urgent right now.

Address the Big Decision

Clarifying what money is moving (inheritance, severance, pension options, settlement, sale proceeds, retirement timing, etc.) and what choices are hard to undo once made.

Onboarding & Account Setup

If we move forward together, we help with transfers, consolidations, and structuring accounts for efficiency—so everything is organized and working as one plan.

2nd Period: Building your financial playbook

2nd Period: Building your financial playbook

A successful team follows a game plan—your finances should be no different. Once we understand your goals and your Money in Motion moment, we develop a customized financial playbook to guide your decisions.

This is where we map your options clearly and coordinate the moving parts—so you’re not making one decision in isolation and hoping the rest works out.

This period includes:

Investment Strategy

Aligning your portfolio with your long-term goals and the real timeline of your transition.

Risk Management

Ensuring you’re protected for the “what ifs”—and that your coverage matches the life you’re living today.

Retirement & Long-Term Planning

Connecting today’s decision to your retirement timeline, income goals, and future flexibility.

Tax Efficiency

Helping you keep more of what you earn and avoid tax surprises—especially when a lump sum, payout, or sale proceeds are involved.

3rd Period: Regular reviews & strategic adjustments

3rd Period: Regular reviews & strategic adjustments

A great coach doesn’t just set a plan and walk away—they review performance, make adjustments, and refine the strategy.

That’s why we schedule regular check-ins—at least twice a year—to ensure you’re staying on track as life changes and money continues to move.

This period includes:

Review Progress

Reviewing progress toward key goals and confirming the plan is still aligned.

Make Adjustments

Adjusting strategy for life changes—whether it’s a new job, a move, a growing family, a major expense, or a new opportunity.

Answer Questions

Answering questions as they come up—because you should never feel like you’re on your own making big decisions.

Identifying New Opportunities

Your financial game plan should evolve with you, not behind you.

And Finally... Overtime for ongoing support & proactive coaching

Life doesn’t always go as planned—good or bad—and financial decisions shouldn’t wait until your next review.

So we encourage open and ongoing communication. Whether it’s a pension decision with a deadline, a job change, a settlement conversation, a major purchase, business opportunity, or a dream vacation—we’re here to help you slow the play down and make the next move with confidence.

Just like a great coach, we’re in your corner when you need us most.


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"Brett understands my financial challenges"

"I decided to work with Brett & Uptown Wealth Management team because of his passion for women's hockey. Brett understands my financial challenges as a professional hockey player.''


Kaity

"I was never able to do this with my previous advisor"

"I've been really looking for an advisor I can go back & forth with on different ideas & financial situations. I was never able to do this with my previous advisor or didn't feel comfortable. Brett has been a great resource in educating & guiding me with my financial needs."


Zach

Ready to build your Money in Motion game plan? Let’s drop the puck and dive in.


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