When life changes, financial planning advice becomes top of mind for many professionals.
Some of these changes include finishing school and repaying loans, getting a first job, buying a first home or the arrival of a new baby. Suddenly, new questions arise like:
- Do we need health and dental insurance?
- Do we need to start a education plan for our child?
- Do we have sufficient life insurance to take care of our family if something happens?
Life is complicated and it can be overwhelming to even think about starting the financial planning process. A Certified Financial Planner can look at your whole picture using today’s most current technology and tools to provide tailored, unbiased, recommendations to ensure your best interests are front and centre.
Using our proven financial planning process, you’ll have online access, reduced paper statements and easy ways to reach your wealth manager whenever the need arises.