What is a financial plan?

A financial plan is a process of strategies designed to help you meet your life goals through the management of finances.

A good financial plan looks at retirement, tax and estate planning, as well as investments, insurance, budgeting and debt management and finds the best way to make all these different aspects work together to meet your goals.

A financial plan is tailored to fit your specific needs. A financial plan is also reviewed on an on going basis to account for and adapt to changes in an individual’s life and goals.

 

 

What can a financial plan do for you?

Balance your needs for today with your goals for the future

Adapt to changes in needs or personal circumstances

Prepare you for life’s unexpected emergencies and events

Provide you with peace of mind

Help you achieve your life goals.

 

For more information about financial planning please visit the Financial Planning Standards Council at: www.fpsc.ca 

 

 

Chris Utilizes a 6- step process to design and implement your Financial Plan.

This process is recognized by the Financial Planning Standards Council as a beneficial process for families, individuals and small businesses to go through when assessing their financial situation.

6 Step Process:

1. Establishing the engagement with the client. This stage includes identifying each party's responsibilities and obligations.

2. Gathering all relevant financial information to get a clear snapshot of your current financial state.

3. Analyzing the information to look for any potential pitfalls or opportunities. Chris uses FP Solutions by CCH Canada to complete this part of the process.

4. Designing the Financial Plan.

5. Implementing the Financial Plan by creating and adhering to an action plan.

6. Monitoring the Financial Plan regularly and making any changes as needed. 

 

                                 What is a financial plan?

A financial plan is a process of strategies designed to help you meet your life goals through the management of finances.

A good financial plan looks at retirement, tax and estate planning, as well as investments, insurance, budgeting and debt management and finds the best way to make all these different aspects work together to meet your goals.

A financial plan is tailored to fit your specific needs. A financial plan is also reviewed on an on going basis to account for and adapt to changes in an individual’s life and goals.

 

 

What can a financial plan do for you?

Balance your needs for today with your goals for the future

Adapt to changes in needs or personal circumstances

Prepare you for life’s unexpected emergencies and events

Provide you with peace of mind

Help you achieve your life goals.

 

For more information about financial planning please visit the Financial Planning Standards Council at: www.fpsc.ca 

 

 

Chris Utilizes a 6- step process to design and implement your Financial Plan.

This process is recognized by the Financial Planning Standards Council as a beneficial process for families, individuals and small businesses to go through when assessing their financial situation.

6 Step Process:

1. Establishing the engagement with the client. This stage includes identifying each party's responsibilities and obligations.

2. Gathering all relevant financial information to get a clear snapshot of your current financial state.

3. Analyzing the information to look for any potential pitfalls or opportunities. Chris uses FP Solutions by CCH Canada to complete this part of the process.

4. Designing the Financial Plan.

5. Implementing the Financial Plan by creating and adhering to an action plan.

6. Monitoring the Financial Plan regularly and making any changes as needed.