FINANCIAL PLANNING
MID LIFE
Working towards the path to financial independence
A full financial plan includes financial management, risk management, retirement planning, investment planning, tax planning and estate planning. During the process we will also create a family profile so that everything is understood.
Plan includes
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Overview of your current assets, income and detailed recommendations on what to do next
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Financial goal setting and prioritization
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Optimizing your savings, investing and tax planning
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We work with DIY investors to provide an independent, objective review of your existing investments to evaluate risk, fees and asset allocation
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Cash flow and debt management; it is the key to creating your personalized plan
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Estate Planning; answering all your questions regarding title, inheritance, tax minimization and applicable planning
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Income splitting with your family with an eye to long term tax planning
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Multiple rental property analysis and review
Delivery
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Creation of a written financial and goal action plan
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Two or three meetings held via video conferencing
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Answering any and all questions you have about your finances
We can determine this with our scenario analysis - this is the process of projecting your financial life into the future with our advanced financial planning software. We can offer 2-3 different scenarios to suit your situation / life preferences. Are you on the right trajectory?
Our Proven Process for Business Owners, Step-by-Step
Ideal for
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Clarity and confidence to empower a DIY investor
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Someone with a large amount of cash who is looking to put it to work
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Equity and compensation analysis review / explanation
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Tax reduction strategies
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Planning for higher income / lower asset households
