Fee-For-Service Financial Planning in Calgary
THE FINANCIAL PLANNER CALGARY TRUSTS
Take Charge of Your Finances and Start Planning Your Future Today.
Tired of managing multiple professionals for your personal and business finances? Consider an integrated financial advisory firm. I collaborate directly with your team of experts to create a unified financial plan that brings clarity and peace of mind. My comprehensive approach combines the expertise of our in-house specialties, ensuring all aspects of your finances are covered. You can trust me to coordinate and streamline your finances, helping you reach your financial goals.
I am here to provide answers to all your questions, even those you haven’t thought of yet:
- Am I saving enough for future goals like retirement or my children’s education?
- How can I minimize my tax burden and maximize deductions?
- How do I balance my immediate needs with long-term financial objectives?
Contact today to schedule a free consultation and discover how I can assist you.
For individuals looking to build a clear retirement and estate plan.
For households looking to build a clear retirement and estate plan.
For professionals and small business owners with a corporation.
How Does The Process Work?
Retiring is a significant milestone, and I understand its importance. Unlike relying on general guidelines or guesswork, my established process ensures that you can retire confidently. With my approach, you can spend your retirement without fear of running out of money.
Take a look at my process below.
Step 1 - Let's start by getting to know each other
I’ll help you discover your dream retirement and the people you want to experience it with. I will guide you through the entire process of helping you select a plan that suits your needs.
Step 2 - Gathering the information
Once you choose your plan, our team will email you a welcome message. It will have a questionnaire for you to fill out, which helps us gather important information. After you complete the questionnaire, we’ll schedule a meeting to discuss it in more detail and better understand your goals and values.
Step 3 - Plan Presentation: Collaborating on Your Customized Plan
We believe the best plan is one that you can actually use, so we take your input seriously while fine-tuning your plan. We’ll meet again to show you the final plan we’ve put together. We’ll also review and make adjustments to ensure it meets your goals. It usually takes 1 to 2 weeks after you submit your forms to receive the completed plan.
Step 4 - Plan delivery & implementation
At this point, you’ll have the knowledge and confidence to make informed decisions about your retirement plan. Many clients realize the importance of continuous guidance and services. While meeting the minimum investment requirement, I take care of implementing your plan. You can also choose to partner with me for ongoing investment management, retirement income, and tax planning services.
Get Started on Your Financial Planning Today
Get started on your financial success today. Call us to set up a meeting with us!
1Source: Fraser Institute, the Canadian Consumer Tax Index 2021, https://www.fraserinstitute.org/studies/taxes-versus-necessities-of-life-canadian-consumer-tax-index-2021-edition