![]() Provides you with written recommendations and alternative solutions.Helps you to identify financial problems that can create barriers to your financial independence.Helps you to identify financial and personal goals and objectives, and also to clarify your financial and personal values and attitudes.Helps you clarify your present situation by collecting and assessing all relevant financial data – assets and liabilities, tax returns, records of securities transactions, insurance policies, wills and pension plans.Many people call themselves financial planners, but the true professional financial planning practitioner uses the Total Financial Planning Process, which is made up of six distinct steps. Your CFP Professional will bring in other professionals (lawyers, accountants, etc.) to help with your plan and strategy, to maximize the chances of success. ![]() Personal financial planning focuses on you as an individual – bringing together all the financial and psychological factors that have an impact on your life.Ī well-designed financial plan will help you reach your personal financial goals and objectives, and give you a greater sense of security. You need a Certified Financial Planner to help you develop an effective plan. Estate taxes, income taxes and education funds for your children are just some of the other complex aspects of your total financial picture. But there's more to your financial life than your RRSP. Many people will offer you advice on which investments to buy. ![]()
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