What is Financial Planning?

A financial plan to us is a roadmap to help our clients get from one place to another. Whether they are young professionals entering the workforce, or a retiring business owner looking to transition their assets to the next generation, we can help. Our primary focus is ensuring we collect the correct information when we first sit down with our clients and create a clearly defined path that we revisit annually to ensure we keep our clients on track to achieving their goals.

What does it encompass?

  • Insurance Planning
  • Investment Planning
  • Retirement Income Planning
  • Tax Planning
  • Estate Planning
  • Education Funding

What do we ask our clients?

  • Do you have an emergency fund?
  • When do you want to retire?
  • When do you want to be debt-free?
  • Want to invest in a second or third home?
  • Are you paying for your children’s education?
  • Do you have enough insurance coverage?

How are we different?

Our certified financial planners work with you to ensure your goals, objectives and needs are met. As life circumstances changes, these plans need constant revision to ensure that you and your family are still on the path to financial freedom. What separates us apart from many others is we work as a team with other professionals. Clients often don’t have a group of professionals working towards a common goal, we are here to reassure you that our group has years of experience of collaboration with accountants, tax-planners, lawyers, portfolio managers and financial planners.