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Financial Planning sets you on a course to achieve your life goals through the proper management of all your financial affairs. Our financial advisors have the knowledge, experience and ethics to look at your entire financial picture and provide you with strategies to help balance your needs today with your goals for tomorrow.
Financial planning need not be mysterious. You simply need to take a careful look at your individual goals and decide how you intend to achieve them. Once you determine what you want, we can provide thoughtful recommendations that will help you move from vision to reality, from where you are now to where you want to be in the future
Often, people turn to us for advice when they are already facing some sort of financial turmoil:
- they have witnessed a close friend or family member pass away, and they realize the impact it would have on their own family if something like that were to happen to them
- they are carrying the weight of new debt to purchase a home or start a business
- they realize that retirement is not that far off, and they’re worried they won’t have enough retirement income
- they are dealing with their parents very messy and confusing estate, and they realize that their own situation is no better
WE CAN MAKE A DIFFERENCE
We sit down with our clients, ask questions, listen and discover what it is you want to achieve financially, working together to draft a plan that addresses these 6 key areas:
Once these important questions have been answered, we set out on a journey, over the long-term, to achieve the goals you’ve set, reinforcing our commitment every step of the way.
IT'S THAT SIMPLE
We invite you to discuss your goals with us by booking a complementary 30 minute consultation.
We will help you Live for Today, Plan for Tomorrow.
We sit down with our clients, ask questions, listen and discover what it is you want to achieve financially, working together to draft a plan that addresses these 6 key areas:
- Financial Management (cash flow and debt planning)
Do you have an accurate understanding of your income and expenses today and in the foreseeable future? Do you know how much money you earn and how much you spend each month? Are you spending money you should be saving? Are you carrying too much debt?
Establishing a stable cash flow and managing your debt are the first steps in achieving financial stability. - Risk Management
If something were to happen to you, would your loved ones be able to remain in your home? If you were unable to work due to illness or injury, how would you pay your bills?
You can’t predict your future but you can protect it. - Investment Planning begins once we have clear and measurable goals and objectives.
Which investment strategies are best suited to your temperament and personal financial resources? - Retirement Planning
When do you want to retire? Do you know if your savings will allow you to live comfortably for 15, 20, or even 30 years after you retire? Are you concerned about the possibility of outliving your money? - Tax Strategies
Are you aware there are ways you can minimize the amount of tax you pay? Are you taking advantage of these strategies? - Estate Planning
Do you have a list of your assets? What happens to these assets after you pass away? Have you completed a will to clarify your wishes? Are your loved one’s protected?
Once these important questions have been answered, we set out on a journey, over the long-term, to achieve the goals you’ve set, reinforcing our commitment every step of the way.
IT'S THAT SIMPLE
We invite you to discuss your goals with us by booking a complementary 30 minute consultation.
We will help you Live for Today, Plan for Tomorrow.
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