Our Financial Planning Process:
Step 1: Financial situations and goals: We begin by looking at your present personal and financial situation; we compare this to your dreams and goals.
Step 2: Analysis We take the information gathered from Step 1 and perform a detailed analysis to derive possible solutions.
Step 3: Recommendation We provide a proposal of possible solutions to the opportunities identified in Step 2.
Step 4: Implement the plans and strategies We work with you to implement the plan we agree upon.
Step 5 : Regular plan reviews We will monitor your progress against your financial security plan. Whenever there is a change to your situation, we'll review your overall financial situation and update your plans.
Copyright © Ricky Leung, B.Sc., Certified Financial Planner (CFP®). All rights reserved.