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:
Clarify your current financial position
Identify measurable goals and objectives
Identify financial barriers or issues
Provide alternative solutions to create a strategy
Implement the strategy
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.