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The Planning Process
Personalized
Financial Planning
Personalized
Financial Planning
A Financial Plan will provide you with a strategy and a roadmap of what you need to do to achieve your financial goals and objectives. No matter what stage of life you are in, having a financial roadmap will help you make more informed decisions about what you spend, save, or invest.
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Our personally tailored process aims to address any specific questions you may have and includes the preparation of a comprehensive financial planning report. Recommendations made seek to suggest a strategy which, when implemented, will achieve your goals while addressing what means the most to you.
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Our Comprehensive Financial Plans cover the following Six Essentials:
Business Planning
Your business is an integral part of your financial plan. We help you establish an efficient business structure, which may include incorporation, determination of a mix of dividend and salary, income sharing options, and risk management.
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We can do a standalone analysis of your business and create a plan to give it the boost it deserves. Ultimately we can integrate your business and personal lives optimizing your ability to achieve your financial goals.
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Your business plan will look at the following areas:
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