What is involved in personal financial planning?

What is involved in personal financial planning?

Author: Roche Financial Group |

Personal Financial Planning Services in Toronto, ON by Roche Financial Group

Our Roche professionals will ask for information to review your full financial picture, including details about your:

  • Assets and Liabilities (cash, property, investments, debt)
  • Income (now and future)
  • Family structure (dependents, spouses, ex-spouses, parents)
  • Wills
  • Your goals and objectives (with associated challenges and risks)

All of these elements are considered within the context of where you see your life going – your personal wishes for your retirement, your beneficiaries, and your long term health care.

We also work closely with you and your lawyer to ensure your will and estate plans are structured in a way that supports your financial well-being and that of your beneficiaries.