The Financial Planning Process

The Financial Planning Process 1 Financial planning is a comprehensive, iterative process. The following steps should guide your planner. Be familiar with them. They’ll help you get the most out of ...

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Benefits of Having a Financial Plan

Canadians with a detailed financial map not only save more but feel happier and more satisfied according to a survey conducted by the Financial Planning Standards Council. Get more out of ...

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The Plan

1)      Plan Work from a goal oriented financial plan not from a rate of return centered plan.  The goal oriented plan focuses on results and can be measured for monitoring purposes.  ...

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