FINANCIAL PLANNING
BUILDING A PLAN TOGETHER
We know the planning process isn't a one-time thing. As your life evolves, so will your goals and the financial strategies we offer. We'll be there with you, helping adjust your plan, update your portfolio and leverage the right products to make smart choices for every new chapter of your life.
Retirement Planning
Funding & distribution strategies to provide the quality of life and income that you desire in retirement.
Investment Analysis
Implement a sound investment strategy to meet your risk tolerance, time horizon and goals.
Tax Savings Strategies
Focusing on asset location to identify and take advantage of the most tax efficient investment strategies available.
Risk Management
Insurance strategies that will prepare & protect you from the 'what if' moments in life.
Long Term Care Planning
Evaluate the potential impact that private health care and senior assisted living costs may have on your financial plan.
Cash Flow & Budgeting
Assessing your income and expenses to determine the necessary changes to maximize your cash flow potential.
OUR PROCESS
1
DISCOVERY CONSULTATION
An opportunity for us to learn about you. What are your goals, top priorities or financial concerns. We'll begin to assess how we can help and if we are a good fit.
2
ANALYSIS & VISION MEETING
We'll evaluate the planning you've done thus far. Assessing strengths, weaknesses, opportunities and potential threats to achieving your financial and goals.
3
STRATEGY IMPLEMENTATION
We create a plan of action and take steps to begin implementing solutions. As a team we'll execute, measure progress, review, and make any necessary adjustments along the way.
CUSTOM PLANNING PROGRAM
Fee-based engagements (3, 6, 12 months)
Services Include:
- Client Portal Onboarding - E-Money & Asset-Map access
- Investment Analysis - Insurance Planning
- Retirement Projections - Cash Flow Analysis
- Debt Management Strategies - Estate & Legacy Planning
- Education Funding - RSU & Equity Comp Analysis
- Tax Planning - Long Term Care Planning
- Pension & SS Analysis - Professional Collaboration
- Ongoing review meetings
The fee for our CPP services depends upon the financial planning components you choose to include. Initial discovery consultation is free of charge.
