The Financial Planning process can be as simple as looking at a Retirement projection, Post Secondary Education Savings Plan analysis, or as complex as full Estate Plan Analysis that integrates all facets of one's circumstances.
I am here to help you through this type of process. As a licensed Financial Planner, I am able to help you prepare estimates of retirement income and asset draw down rates, and to help illustrate the impact of your desired lifestyle on your estate value. In order to assist me with complex Financial Planning requirements our firm has developed robust Financial Planning Modeling tools referred to as Compass and myGPS. Our in-house Professionals Jason Fong, and Kelly Kotello are available to facilitate this process (see Jason and Kelly's Bios below).
In order to aid in the Financial Planning process, please refer to the links below:
