Financial Planning Barrie

1. Dream Discovery

Our initial meeting focuses on having an intimate understanding of your dreams; what’s important to you and what you want to achieve. We will also consider what challenges we may need to overcome together.

2. Design Plan for Your Dream Path Journey

We will prepare a Journey Plan to guide you along your Dream Path that may explore:

• Management of debt, expenses and savings.
• Risk protection that is important to you.
• Wealth accumulation and strategic asset management.
• A tax-efficient and sustainable retirement income stream.
• Legacy wishes

3. Embark on Your Dream Path Journey

We will present you with a plan that includes strategies and time-phased action steps that will give you the guidance and support required to achieve your dreams.

4. Monitoring Your Dream Path Journey

Fulfilling your dreams will involve participation, regular communication and ongoing reviews so that we can adjust your plan as changing needs and circumstances present themselves. We will be by your side, every step of the way, to ensure results and a pleasant dream path journey experience.

Focus and Direction

With a well-defined, personalized plan, you will have a clear picture of your priorities, know what is required to achieve your dreams and have a customized roadmap outlining the individual steps that need to be taken.

Accountability

With having a documented plan and a full service team coaching you through the specific steps along your journey, we are both held accountable to achieve your dreams.

Simplicity

We will do the research, narrow down the options and present only those that will provide you with the most effective solutions in simple, easily understood terms.

Confidence

We value our relationship and will provide you with exceptional service, on-going communication, educated advice, valuable strategies, and customized direction that will give you confidence in our ability to help you make your dreams a reality.

Peace of Mind

You will have a team of professionals working for you that have your best interests in mind and are truly experienced and passionate about monitoring your progress and providing direction. Knowing that we take pride in your successful journey gives you peace of mind.

Fulfillment of Dreams

We measure our success by the degree to which we help you achieve fulfillment in your lives through the realization of your dreams.