Bringing financial planning to life
Financial life planning gets to the heart of the matter by reviewing your finances in relation to the rest of your life. This process connects the disciplines of financial planning with your life in order to develop a customized plan that is best-suited to your needs, goals, and aspirations. By taking into account your current financial situation and looking at it in the context of where you’ve been, where you are now, how you got here and where you’d like to go, financial planning gets brought to life, your life – to provide you with the best possible financial plan.
Feel free to contact me or visit my website for more information.
Douglas J. Bodtcher
Investors Group Financial Services Inc.
780-448-1988 ext. 284 Douglas.Bodtcher@investorsgroup.com
Tags: investing, money tips, Tips
