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Paul Foisy
Christina Aquino-Soriano

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Sault Ste. Marie, ON
P6A 1X2
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Financial Planning

Key Steps to Financial Planning

The six key steps for financial planning success
What can a financial plan do for you? Provide 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 an estate for your heirs
Building your plan
The Canadian Association of Financial Planners (Advocis) recommends six key steps to 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
How to get started
Our proprietary sophisticated planning software makes it easy to follow the Advocis recommendations. We will work with you to develop a comprehensive assessment of your financial situation and help you determine if your current strategy is sound or needs modification. Then we will help identify what steps can be taken to help ensure you reach your financial goals and objectives.