For me, preparing a financial plan is a labour of love. It is the process of enhancing awareness, identifying opprtunites and by creating easy to understand strategies to help people enjoy their lives just a little bit more. To do this, to add actual value to my client’s lives, the designated approach must go well beyond the review of budgets, retirement income strategies and investment management plans.
I believe a true plan is meant to enhances economic awareness and personal well being for everyone. It requires discipline, knowledge, and experience to improve an individual’s decision-making processes when serving their own best interests.
Every plan I prepare encompasses an overview of your financial situation, goals, and concerns. An analysis and evaluation are performed while considering life’s generalities and possible deviations, so the recommendations that are made, will bring you closer to the planned outcome. Plans only work if the action plan works; therefore, I offer a detailed yet straightforward plan of action with my recommendations with no product or carrier suggestions (mandatory). All plans must remain independent and objective.
For completed plans, your goal should be to implement the recommendations in a timely fashion by the timetable provided either on your own with the help of your current advisor. Of course, you may also retain our services to assist as well.