Why Use a Financial Planner?
Like most people, you have hopes and dreams and life goals for yourself and your family. These might include buying a home or business...saving for college education for your children...taking a dream vacation...reducing taxes...retiring comfortably. Financial planning is the process of wisely managing your finances so that you can achieve your dreams and goals, while at the same time helping you negotiate the financial barriers that inevitably arise in every stage of life.
Managing your personal finances is ultimately your responsibility. However, you don't have to do it alone. A qualified financial planner, such as a CERTIFIED FINANCIAL PLANNER (CFP®) professional, can help you make decisions that make the most of your financial resources. Click here to find out more about how a Certified Financial Planner can help you.
Fraser's Commitment
I am dedicated to working with my clients to understand their personal financial goals, develop sound financial strategies and create a successful plan to obtain those objectives. This will enable you as a client to achieve what is of greatest importance to you. Whether your objectives favour capital appreciation, income, or both, I can tailor a program to fit your specific needs.
How Do I Choose a Financial Planner?
Choosing a financial planner is as important as choosing a doctor or lawyer. Working with a financial planner is a very personal relationship. In addition to competency, a financial planner should have integrity, trust and a commitment to ethical behavior and high professional standards. You want a planner who will put your needs and interests first.
Also, many planners specialize in working with certain types of clients, such as small-business owners, executives or retirees. Many have minimum income and asset requirements. Some specialize in certain areas of planning such as retirement, divorce or asset management.