Our Financial Process

Our Process


We create a customized financial plan as a roadmap to achieve financial goals such as:

  • Saving for retirement

  • Providing for post-secondary education

  • Ensuring your family’s financial security

  • Building wealth

  • Minimizing taxes

  • Leaving a tax-efficient estate for your heirs

To build your plan, we follow six key steps in the financial planning process:

  1. Clarify your current financial position

  2. Identify measurable goals and objectives

  3. Identify financial barriers or issues

  4. Provide alternative solutions to create a strategy

  5. Implement the strategy

  6. Periodically review and adjust the plan

Let’s get started 

To start working towards your financial goals with a properly designed financial plan, contact Eric at eric.bower@nbpcd.com or Kristin Mackay at kristin.mackay@nbpcd.com. Remember, the earlier we can begin the process, the easier it will be to achieve your goals.