Financial Planning for all your financial needs
Don't take our word for it ...
"Facilitator
was well-educated and prepared." "Content was very helpful." "Seminar
was useful, easy to understand and interesting." "One of the best!"
- Skills for Change seminar participants
- Skills for Change seminar participants
Purpose
The purpose of Financial Planning is to provide you with a Comprehensive Financial Plan that meets all of your financial needs. This document will assess and provide recommendations for all aspects of your financial life.
Based on your objectives, the customized financial plan will provide an analysis and recommendations for the following:
1. Cash flow and budgeting.
2. Debt management.
3. Tax optimization.
4. Investment Policy Statement.
5. Insurance, wills and estate planning.
6. Other specific needs such as inheritances, emergency funds, etc.
Comprehensive planning: Detailed financial plans are not for everyone. A number of assumptions and estimates are made based on your finances and future economic outlook. The size and complexity of the plan will depend on your life stage. Writing a plan is just the first step, it's also crucial to take action on the recommendations and refer to the plan regularly to be able to make good financial decisions.
As described in this Globe & Mail article, entitled "Do you really have a financial plan?", a comprehensive financial plan "helps provide tremendous insight and instills confidence in the decisions you make in your day-to-day life."
Based on your objectives, the customized financial plan will provide an analysis and recommendations for the following:
1. Cash flow and budgeting.
2. Debt management.
3. Tax optimization.
4. Investment Policy Statement.
5. Insurance, wills and estate planning.
6. Other specific needs such as inheritances, emergency funds, etc.
Comprehensive planning: Detailed financial plans are not for everyone. A number of assumptions and estimates are made based on your finances and future economic outlook. The size and complexity of the plan will depend on your life stage. Writing a plan is just the first step, it's also crucial to take action on the recommendations and refer to the plan regularly to be able to make good financial decisions.
As described in this Globe & Mail article, entitled "Do you really have a financial plan?", a comprehensive financial plan "helps provide tremendous insight and instills confidence in the decisions you make in your day-to-day life."
Process
1. Give us a call at (647) 727-7121. Let's have a quick chat so that we can find out if we are able to help you. If we're a match, then we'll book an in-person consultation.
2. We'll send you a questionnaire to get to know you.
3. Now, we will put together a consultation preparation document for our first meeting.
4. Then, we'll meet in-person where you can expect us to listen to you about your goals, financial objectives and get to know your finances more in-depth. This takes about one hour.
5. We'll then book a follow-up in-person consultation in two to three weeks.
6. Now, we will put together the Comprehensive Financial Plan for you.
7. Then, we'll have our second in-person meeting where you can expect us to walk you through the Plan with our assessment, analysis and recommendations. This takes about two hours depending on your questions.
8. You have our ear for 30 days. For any follow-up questions, just send us an e-mail and we'll get back to you within two business days.
9. We'll book a one-hour in-person or telephone check-up session to be held within 6-12 months.
Future check-up sessions and updates to the plan are available on an annual basis or based on your needs. Call us to discuss!
2. We'll send you a questionnaire to get to know you.
3. Now, we will put together a consultation preparation document for our first meeting.
4. Then, we'll meet in-person where you can expect us to listen to you about your goals, financial objectives and get to know your finances more in-depth. This takes about one hour.
5. We'll then book a follow-up in-person consultation in two to three weeks.
6. Now, we will put together the Comprehensive Financial Plan for you.
7. Then, we'll have our second in-person meeting where you can expect us to walk you through the Plan with our assessment, analysis and recommendations. This takes about two hours depending on your questions.
8. You have our ear for 30 days. For any follow-up questions, just send us an e-mail and we'll get back to you within two business days.
9. We'll book a one-hour in-person or telephone check-up session to be held within 6-12 months.
Future check-up sessions and updates to the plan are available on an annual basis or based on your needs. Call us to discuss!
Pricing
Financial Planning costs $1,600 including taxes. We accept payment only by cheque at our second in-person meeting.
Plethora of questions!
Where? Financial Planning consultations are held in a private boardroom in downtown Toronto, near Spadina & Bloor.
When? We have a selection of weekly time slots available to suit your schedule. Consultations are offered Monday to Saturday at the following times: 10:00 a.m., 1:00 p.m., 4:00 p.m. and 7:00 p.m.
After you present the financial plan, am I on my own? Not at all. We offer a 30-day e-mail support period to answer any of your questions within two business days. And, we'll schedule a check-up session within 6-12 months.
Will I need to reveal personal financial information? We understand that money is a very personal matter. Your personal financial information is only utilized to best customize the content of your consultation. We treat your privacy and the confidentiality of your information very seriously. All clients receive a Statement of Client Confidentiality and Privacy attesting to this commitment.
When? We have a selection of weekly time slots available to suit your schedule. Consultations are offered Monday to Saturday at the following times: 10:00 a.m., 1:00 p.m., 4:00 p.m. and 7:00 p.m.
After you present the financial plan, am I on my own? Not at all. We offer a 30-day e-mail support period to answer any of your questions within two business days. And, we'll schedule a check-up session within 6-12 months.
Will I need to reveal personal financial information? We understand that money is a very personal matter. Your personal financial information is only utilized to best customize the content of your consultation. We treat your privacy and the confidentiality of your information very seriously. All clients receive a Statement of Client Confidentiality and Privacy attesting to this commitment.
Presents, anyone?
A Money Life Skills gift certificate makes for a great present for birthdays, anniversaries or other special occasions.
We'll personalize the gift certificate and send it to you at no additional charge. Request one now!
We'll personalize the gift certificate and send it to you at no additional charge. Request one now!
Take action: set up your consultation today! Contact Neil Jain at (647) 727-7121 or info@moneylifeskills.com.