Your Financial Strategy

Features

• Solutions to fit your needs.
• Know where you are financially.
• What’s needed in retirement?
• Your plan is written.
• You save money.

Why

• More elderly people today are living in poverty. You don’t have to.
• Gain control of your financial situation.
• Find better solutions to fit your needs.
• If you plan and monitor your finances, you’ll know how to make the changes needed to meet your goals.
• We want to help you.

More Information

We believe that gaining control of your financial situation is essential to meeting your life goals. Understanding how to get it done and commitment are two of the most common problems. Our process is designed to help guide you through the process to gain this understanding. We then provide the ongoing support to help you throughout your life and retirement.

Many people will offer you advice on which mutual funds to buy or investments to make. But there's more to your financial life than your RRSP. Estate taxes, income taxes and education funds for your children are just some of the other complex aspects of your total financial picture. You need an advisor to help you develop an effective financial plan

Being a client of Achieve you receive the Navigator Process manual.

The process when you meet with us consists of:

1. Understanding you Vision in life
   We uncover what’s important to you today, what you want to accomplish short term and envision what the future will look like.
2. Review your financial Blueprint
   In reviewing your financial situation we can do a better job of helping you find savings and opportunities to improving your current financial situation.Weclarify your present situation by collecting and assessing all relevant financial data – assets and liabilities, tax returns, records of securities transactions, insurance policies, wills and pension plans.
3. Develop a financial strategy
   Together we develop a plan to accomplish your short and long term goals. By identifying financial problems that can create barriers to your financial independence we can determine action items.
4. Implementing the Plan
   Focusing on what is most important to you we implement the actions needed to meet your goals.
5. Monitoring the Progress and Change as necessary
   Monitoring the progress is done at a minimum of every 12 months. However changes in the market place and to your personal needs may require us to meet more frequently.

What are some planning options?

• There are no options, you have to plan to achieve your goals.
• Knowing and understanding your options.
• Create a personal inventory of your financial situation.
• Annually review to ensure you are on track.
• Use our system to help you keep on track.

How do you know if you need a Financial Planner?

People hire financial planners for many reasons. These questions may help you decide if you need professional financial advice.

• Do you have the time to attend to your personal financial affairs?
• Are you confused about conflicting financial advice from several sources?
• Do you feel you are paying too much tax?
• Are you confused about where to invest your money?
• Do you feel that you can’t make ends meet?
• Do you feel that you can’t save any money?
• Has there been a recent change in your life that could affect your financial future, such as retirement, job loss, an inheritance, an addition to your family, or loss of your spouse?

Contact Achieve Financial to start Your Financial Strategy today!