- Initial Financial Review
- Recommendations and Discussion
- Financial Plan
- Implementation of the Financial Plan
- Regular Reviews
What is Financial Planning?
- Financial planning is about more than preparing for retirement. It’s about working to achieve short- and long-term goals, and helping protect the most important things in your life.
- As your Financial Advisor, we will work with you to create a plan that includes insurance and investment products and is flexible enough to meet your changing needs.
- The first step to achieving financial security is creating a strong Financial Plan. We will work together to prepare a plan that helps you:
- Prepare for a secure, comfortable retirement or seek to minimize your current taxes
- Pro-actively manage and control debt, from major purchases to preparing for a child’s post-secondary education
- Provide for your loved ones or heirs in the event of death, disability or critical illness
- Seek to protect your business and your employees through affordable benefits