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Financial Planning
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Financial Planning

Business is one the world’s best business counselling firm. We assist global pioneers with their association’s most basic issues and opportunities.

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Ongoing Financial Planning​

What, exactly, is Financial Planning?

Many life decisions are financial decisions and many financial decisions are life decisions.  By collaboratively working together on an ongoing basis, you can make these decisions more confidently.

This video answers that question as Robert takes you through our process and shows you the type of work we would do together.
Financial Planning
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Financial Planning Client Service Calendar

Financial planning is more than just goals-based investing

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Retirement Savings
Retirement income
withdrawal strategies
tax planning
risk management (investment)
legacy planning
company & government benefits
cash flow
net worth
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Financial Planning
Planning is more important than a plan. We will need to adjust along the way so you can Optimize retirement income, lower your taxes, improve your investments. While we start the relationship with a comprehensive financial plan, it’s out of date quickly and probably wrong to begin with given the guesses we have to make about an uncertain future.
That’s where our service calendar comes in. This systematic process helps you implement changes, stay ahead of deadlines, stay on top of your money and even allows you to proactively prepare for some transitions.
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Our Pricing

Financial Planning generally includes an investment management relationship and is subject to a minimum annual fee of $3,600 (offset by the investment fee), with a one-time onboarding cost of between $600-$1,050 for the comprehensive plan, depending on complexity

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Lower Your Taxes In Retirement

Taxes are one of your largest expenses in retirement. Learn various strategies that can reduce the amount you'll pay.

 

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