FINANCIAL PLANNING PROCESS
THIS PROCESS CONSISTS OF 6 EASY STEPS:
Establish the client-planner engagement
Gather data and determine
your goals and expectations
Develop and present
the financial plan
Implement your financial plan
Monitor your financial plan
WHAT SHOULD YOU BRING FOR OUR FIRST MEETING:
- Notice of assessment from Revenu Canada
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Clarify your financial status & identify problems and opportunities
- Annual statements of your existing investments
- Copies of your existing life, disability, critical illness and other insurance contracts.
- Booklet describing the
group insurance provided by your employer
I understand that life keeps you very busy, so we could meet in your office or your home,
or you can feel free to visit me in either of these 2 convenient locations:
Suzanne Jacob
Life Agent
Investment & Insurance
Surrey office:
13 – 2970 King George Blvd,
Surrey, B.C. V4P OE6