Services for Professionals
We provide services to both investment advisors and lawyers.
Add immediate value to your suite of client services by custom designing the financial planning resources that are right for your advisory practice - and your clients.
Template Preparation
- We will create a financial plan template specific to your needs and those of your clients;
- You will have the flexibility to present one or more modules that apply to your client when your timing is right;
- We can model more than one scenario for your clients, depending on the situation; and
- Customized content supports your brand and marketing messages.
Data Input
- We can assist you with the actual preparation of the financial plan to the degree that you wish;
- We are experts in the use of Naviplan Extended software and will input the data accurately and efficiently;
- You will first need to prepare a list of assumptions that reflect the client's current situation;
- We will then use that list to input the information to the software; and
- Minimal work for you, freeing you up for higher value activities.
Report Preparation
- If you choose, we can produce the report after inputting the data for you, essentially saving you time that you can otherwise devote to other immediate tasks;
- The report will be prepared based on your specifications;
- We will be happy to revise the report after presentation based on the results of your meeting with the client;
- If you wish us to draw conclusions and make recommendations, we can also do that; and
- A cost effective way to ensure stress-free, professional quality work.
Tax Return Preparation
- We can prepare T1 or T3 returns for any of your clients seeking this service;
- Installment calculations can be verified based on the previous year's filing;
- We will happily deal with CRA on issues relating to a variety of tax topics, depending on the client's situation;
- You will receive a PDF of the client's filed return, with their permission, which will provide you with additional information to help with the investment decision making process.
Complete Client Care
- If you have neither the time nor the expertise to prepare a financial plan we can take charge of that for you;
- We will meet with the client and as soon as the report is complete and your client's needs have been met, they return to your firm; and
- You can count on our objectivity because we offer unbiased, fee-for-service advice to complement, not compete with, your practice.
Both Esate and Family Law Lawyers have benefited from our expertise
Overview
- We work within the parameters outlined to us by the legal professional.
- We work with either the lawyer, the client or both to prepare financial projections, final tax returns or simply to provide a consultation on a variety of topics concerning the client.
- A report can be prepared as required.
*Please note: The sample financial plan is simply an example of the graphs, reports and text of what you will receive. All plans will vary with individual situations. Based upon your requirements, your plan may include more or less than what is shown in the sample.
Please contact us by clicking here to discuss how we can help you design your retirement or click here for our fees.
