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Meeting

ONGOING SUPPORT

Ongoing planning helps you avoid pitfalls. From our experience we believe that our clients get the most out of the process, and the best results, with ongoing planning. You are keeping your trusted financial planner on your team and working together to implement your financial plan.

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We strive to provide the following with our on-going support (keeping in mind that finance is psychology, not science):

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- Organization

- Accountability

 - Objectivity

 - Proactivity

 - Education

 - Partnership

BENEFITS

Chris did an initial financial plan for me. As a business owner, there were many points for me to work on and I was looking for continuous advice to implement everything. We changed the way I was doing my investment, my insurance, cash flow adjustment, how to best put my cash pile to work, etc. Through regular meetings and touch points over time I had the peace of mind of professional support and am working towards all of my goals!

JARROD A., TORONTO, ON

PLANNING IS AN ONGOING PROCESS

Think of...

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  • The possibility of future raises and bonuses having a positive impact on the plan

  • Investment returns that may differ from assumptions

  • Tax rates change each year in January and could create new opportunities

  • Benefit rates change each year in January and could create new opportunities

  • A future inheritance may create upside

  • A higher or lower savings rate (or expenses) may create an opportunity or a risk

WE BELIEVE IN:

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