The Planning Process
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.
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.
Our Comprehensive Financial Plans cover the following Six Essentials:
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.
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.
Your business plan will look at the following areas: