Category Archive: Financial Planning

Jan 06 2016

Happy New Year 2016

Happy New Year 2016 I have now been in the “financial services” business for over 15 years. From the beginning, most clients sought my advice for a specific need such as “retirement income planning” which typically focused around RRSPs. But “financial services” has evolved and as a Certified Financial Planner, CFP, for over 12 years, …

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Jun 25 2015

Financial Planning Binder

Financial Planning Binder In step four of the financial planning process, the client’s financial plan is presented in a personalized financial planning binder. It includes all engagement documents, client data, goals, recommendations plus action plans for each each of the following six areas (or specific modules you selected ) as follows. Cash Management Planning Investment Management Planning Retirement Income Planning …

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Permanent link to this article: http://advantagewealthplanning.ca/financial-planning-binder/