- Gather and Analyze
- Develop your Financial Roadmap
- Discuss and Implement the Financial Plan
- Financial Forecasts
- Communication and Monitoring
Discuss and Implement the Financial Plan
The next step is to meet with you to present the Financial Planning Priorities and Strategies. The document clearly outlines your financial planning priorities and explains specific recommendations and wealth-building strategies to meet your short- and long-term financial goals. We review and discuss the plan with you to ensure you are comfortable with the contents and have the confidence required to make decisions before implementing. Categories include financial management, retirement planning, tax planning, risk management, estate planning, and children’s education planning. The document changes over time to keep current with your life circumstances and any government policy changes.