A suite of services for the
Individual, Small Business, or Government Agency.


 




Financial Planning


Financial planning is the process of establishing personal and financial goals and creating a way to reach them.

It is an ongoing process that involves taking stock of all your existing resources, developing a plan to utilize them, and systematically implementing the plan in order to achieve your short- and long-term goals.

The plan should be monitored and reviewed periodically so that adjustments can be made, if necessary, to assure that it continues to move you toward your financial goals.


Why clients work with a Financial Planner?


Modern life is complicated and hectic. Often we feel we are too consumed with the more mundane problems of day-to-day living to find the time to manage our longer-term financial affairs with the care they deserve.

As well, designing a plan for your financial future requires a multi-disciplinary approach; most of us don't have the knowledge or the time to acquire it. Some of the more commonly-cited reasons people give for why they sought out a financial planner are:

*to assist with the time and effort of managing their finances,
*to get timely advice on markets and investment opportunities,
*to seek advice on tax-reduction,
*budget planning in order to optimize their investable income,
*to optimize their retirement savings.