Financial Planning - Personalized Solutions
From time to time you may be faced with making financial planning decisions that are out of the ordinary and that require some customized analysis to fully understand the choices.
Our experience in dealing with situations that may be similar can enable us to efficiently provide the information and advice that you need to make a good decision.
Personalized solutions to financial planning decisions may be necessary when life events occur, such as:
- Personal events: birth or adoption of children, marriage, separation, divorce, disability, death in the family, inheritances;
- Employment events: job offers, job severance, benefit plans, stock options, pension choices, business start-up, business succession;
- Other events: moving out of or into Canada, sabbaticals, house purchase or sale, education funding.
Life-event financial planning decisions are often accompanied with emotion and haste. Our team of independent financial planners can bring reasoned and knowledgeable advice to these types of important financial planning decisions.
Guidance from the Gurus
More, Margaret Nearing
May 1st, 2008