The Pathfinder Approach

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now and  for the future, in a tax efficient manner. It is our goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

We have established a process to do this that is based on two key aspects of financial security: an effective portfolio strategy and an understanding of the impact of taxation and cash flow on your wealth. A plan must help ensure financial security throughout your life, for you and for your loved ones.  The plan must also aim to build the maximum it can via a solid, tax efficient investment portfolio.

With these goals in mind, we will work together to assess your total financial planning needs. We will listen to your concerns about how you hope to live your life, your concerns for your children,  your dreams about retirement or anything that you feel is important. This plan will entail regular review of  strategies.

This goal-based planning process is designed to help you:

  • Define customized short and long-term goals that ensure you choose only the appropriate financial strategies and services
  • Identify roadblocks or gaps that might impact your planning strategy
  • Continually monitor your plan to ensure it meets your changing needs

Contact us today to find out more about our financial planning process and learn how a sound financial plan can help you to achieve your goals.

 

 

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