Down to Earth Financial Management


	Planning Process

Click here to request your complimentary financial plan....

Our comprehensive, multi-stage financial planning process is unique to Partners in Planning. It is a Client-centred approach, based on helping you understand how to reach your financial goals.

Can we help? Yes, we can. There isn`t a problem out there that doesn`t have a solution. And with many years of experience, our planners are ready to share these solutions with you.

By reviewing your current situation, your financial history and your goals, we are able to develop a complete financial plan for you which may address:

Life, Disability, and Critical Illness Insurance Education Savings Investments and Portfolio Building Retirement Planning Estate Planning
We`re here for life....

Our youngest clients are babies! Their parents have begun their planning with education savings plans, and even insurance.

We work with people throughout their whole life, into retirement and beyond. In fact, we`re still here, hard at work, even after you`re gone. We`ll be there helping your family and your estate administrator manage the difficult work of executing your will and making sure that your survivors and beneficiaries are taken care of according to your plan.