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What is Your “Return on Life™?”
Financial planning is a process, not a product. It is the long-term method of wisely managing your finances so you can achieve your goals and dreams, while at the same time negotiating the financial barriers that inevitably arise in every stage of life. In order to create a sound financial plan, goals must first be established. Data is then gathered to analyse and evaluate your financial status. Once complete, your plan can be developed and implemented. Monitoring the plan on an ongoing basis is essential in order to make necessary adjustments to reach your goals.
The financial planning process is a logical, simple but efficient seven-step procedure.
A financial plan will help you by creating a timeline for you to follow for your goals. It helps you focus the way you manage your money and your time on reaching your financial goals, so that you can do the things you want to in your life.
Additionally, a financial plan helps you prepare for the big events in your life. Unless you plan for it, you will not wake up one day and magically be ready to purchase a home, clean up your debt, pay for your children’s college and take care of your family.
A Financial Planner is a professional who represents the financial planning company. Both the company and the Financial Planner are regulated by Securities Commission.
How do you know if you could benefit from the services of a financial planner? You may not have the expertise, the time or the desire to actively plan and manage certain financial aspects of your life. You may want help getting started. Some reasons for seeking professional financial planning guidance might include:
Schedule a session with our expert financial life coaches today.
A financial planning firm licensed by Securities Commission