What is it worth for me to receive…
- A written plan which is driven by process and reviewed regularly?
- Regular updates on my progress towards clearly defined goals?
- A team who completely understands my financial picture?
How much time would it take for me to…
- Do my own research?
- Calculate investment taxes?
- Track the adjusted cost base in different investment accounts?
What is the cost of…
- Getting poor advice and no plan?
- One bad investment decision?
What is it worth to know that…
- I have a written plan which ensures that I get the money I need, when I need it
- When I pass, I know exactly where my money is going and to whom