Financial planning is an ongoing process of preparing for and reacting to critical financial events. They can be as diverse as planning for retirement, selling a business, receiving inheritance, buying a recreational property or proactively planning for your legacy. Starting with our initial meeting, we will discuss your financial and lifestyle goals as well as what you expect from the financial planning process. This is our opportunity to review the information you need to know about the practice and our approach to financial planning. We hope to develop a long-term partnership and successful relationship with each of our clients so that we can better align the steps in your financial plan with your unique goals.