Vancouver certified Financial Planner for Women

Laura's Approach

Your Six-Step Financial Planning Process

Step 1: Learning About Your Finances

The first step is to determine where you are at financially and where you want to be in the future. Laura will review all your relevant financial data.

Step 2: Defining Your Goals

Laura will help you identify your financial and personal goals and objectives.

Step 3: Building Your Plan

Laura will work with her team to develop your plan, which will take you from where you are to where you want to be, as efficiently and effectively as possible. Using computer software, your Plan will outline tax, estate and retirement planning, cash flow analysis, risk management and investment strategies. She will identify problems and opportunities and develop alternatives to deal with them. Each person's Financial Plan is unique.

Step 4: Presenting Your Plan

Laura will review the Plan with you. Together she will work to modify each strategy until the plan fits you. As a committed listener, Laura strives to understand each individual and offer solutions that provide financial freedom.

Step 5: Implementing Your Plan

She will only implement solutions when they are fully understood by, and amenable to you.

Step 6: Monitoring and Modifying

Economic, tax and market conditions always change, and your financial situation does too. It is imperative that we review your Plan regularly so Laura can suggest changes and adjustments as required to keep you on the path to meeting your goals.

The Result?

You will have a custom tailored Financial Plan to meet your goals and objectives, while recognizing your comfort with risk. The process is flexible enough to respond to changes in your objectives and is disciplined enough to optimize your returns and keep you on track to meet your goals. You'll have peace of mind knowing that you have secured your family's financial future.

 

Contact Laura for more information on how to create a solid financial plan now. Call 604-669-1143.

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WHAT CLIENTS SAY
"Laura took the time to help me understand the steps I needed to take in order to get a handle on my finances. Her patience and personal attention has made planning my financial future a lot less intimidating."

~ C. Fergusson, Consultant and Fashion Designer