Financial Planning

The financial plan is the roadmap that takes you to your dreams and goals. A financial planner works with you to design the roadmap, helps you stay on course, and helps you adapt to life’s unexpected detours as they pop up along the way.

We follow the Financial Planning Standard’s Council (FPSC) practise standards which outlines the engagement where financial planning is being offered:

  • Explain the financial planning process and define the terms of engagement
  • Identify client goals, needs and priorities
  • Assess the client’s current situation
  • Identify and evaluate appropriate financial planning strategies
  • Develop, compile and present the financial recommendations and supporting rationale
  • Discuss implementation actions, responsibilities and time frames

Within a financial plan, we will provide advice and solutions on the major facets of financial planning:

  • Financial Management
  • Investment Planning
  • Retirement Planning
  • Taxation Planning
  • Insurance and risk management
  • Estate planning and legal aspects

For more information, or if you have any questions, please feel free to contact You First Financial.

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