Some of the tools involved are specially designed questionnaires completed by you in direct consultation with us, where we ask life-centred questions and not only financially centred questions.
Planning Life Financially is the process of making your money fit your needs, not planning your needs around your money. It is practiced by an increasing number of financial planners who understand that your life's goals determine your need for money and that simply picking a number or income that might be achievable is not nearly the whole picture.
Email us for more on our philosophies, services and practices today
Or Visit our main website RomanGroch.ca