Get Rid of Your Financial Stress With a Written Financial Plan
Are you unclear about your financial plan and insurance coverage options? Do you know you need to “do something” but are unsure what to do or how to get started?
We’ve got something that can help. It’s a proprietary discovery process that gets to the core of your current situation, your goals and concerns and brings you clarity and security around your financial plan.
The first step to getting financial clarity and building a plan is to start the Collabortative Discovery process. Going through this discovery process will help to crystalize your goals and bring you clarity and peace of mind. It usually takes about 1 hour during our first meeting to complete the process.
Together, we’ll discover what makes you unique and provide a customised plan tailored to you.
After going through this process you will:
- Feel good knowing you have a clear direction for your finances
- You will feel confident in your relationship with money
- And you will feel secure knowing your financial plan and your family are taken care of
Things we’ll talk about at our consultation:
- The importance of building an emergency fund
- RRSP and TFSA pros and cons and which one is right for you
- How to protect your family and your income in the case of illness or health complications
We operate on the philosophy of no pressure no rush and everything we discuss is private and confidential.
Get rid of your financial stress and uncertainty. The first step is to start the Collaborative Discovery process with us.