Financial Security Planning Process

Financial security planning is both tactically short- and medium-term; while simultaneously taking the long-term strategic view for retirement; potential critical illness and estate planning.

The Process

It is a process that we engage in mutually as client and financial security advisor, to aim for and achieve your life goals via professional management of your financial affairs. It is a well-rounded interactive process that takes into account all the elements of your entire financial situation. A financial security plan will analyze your finances to identify all the people and/or institutional monetary relationships that often have conflicting objectives.

Goals and Objectives

A financial security plan should address various disciplines of financial planning, including but not limited to the advice we can provide and possible advice that a lawyer and/or accountant can offer in conjunction with your over-all life needs: assessing your capital needs, investment plans, registered investments and taxation, retirement planning, education planning where applicable, as well as any special needs such as planning to care for child dependents.

Contact us to discuss a financial security plan.