FINANCIAL PLANNING & CONSULTING
Financial planning is an ongoing process directed by your personal and financial needs, goals, and values. Your financial plan considers all of your assets, liabilities, goals and objectives and includes gathering all information necessary to provide you with appropriate advice.
Once we have identified these items, we help construct a plan, establish effective strategies, and execute the plan with these considerations in mind. Depending on your unique situation, your financial plan may include one or more of the following:
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Investment Planning
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Investment Policy Statements
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Financial Independence
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Retirement Planning
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Capital Needs Analysis (Goal Funding)
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Estate Planning
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Education Planning
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Risk Management (Life & Disability Insurance)
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Budgeting and Cash Flow Planning
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Disability Management and Income Protection
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Debt Management
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Pension Consulting
THE “FINANCIAL
FLOAT PLAN”
PROCESS
CREATING YOUR
PERSONALIZED
“FINANCIAL FLOAT
PLAN” IS EASY
Here is how the process works:
THE “FINANCIAL
FLOAT PLAN”
PROCESS
CREATING YOUR
PERSONALIZED
“FINANCIAL FLOAT
PLAN” IS EASY
Here is how the process works:
CONNECT
Schedule a 15-minute call to say hello. Tell us a little bit about you, and we’ll tell you a little about us.
MEET
If you would like to talk further, let’s meet in person or via phone. This is your chance to let us know who you are. We will talk more about your family, investments, goals, aspirations and concerns you have.
DECIDE
After meeting, it usually takes 3-5 days to get a preliminary financial plan together. We will analyze your current financial situation, evaluate the costs and fees you are currently paying, and let you know if we think you could improve or optimize anything. We will provide you a detailed fee estimate, and together we can decide if it makes sense to move forward. Not everyone becomes a client, and that’s okay.
MAINTAIN
As a client, you will have our continual advice and expertise. We will enable you to be a knowledgeable and informed decision-maker, and we will help you make adjustments and additions to your financial plan as your life evolves.
