T (604) 729-7934

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FINANCIAL PLANNING PROCESS

THIS PROCESS CONSISTS OF 6 EASY STEPS:

1

2

Establish the client-planner engagement

Gather data and determine 
your goals and expectations

3

4

Clarify your financial status & identify problems and opportunities

Develop and present

the financial plan

5

6

Implement your financial plan

Monitor your financial plan

WHAT SHOULD YOU BRING FOR OUR FIRST MEETING:

  • Notice of assessment from Canada Revenue
  • Annual statements  of your existing  investments
  • Copies of your existing  life, disability, critical illness and other insurance contracts.
  • Booklet describing the
    group insurance provided by your employer

I understand that life keeps you very busy, so we could meet in your office or your home,

or you can feel free to visit me in either of these 2 convenient locations:

Suzanne Jacob

Financial Advisor

Investment & Insurance

Vancouver downtown office:

800-1185 West Georgia St.,

Vancouver, B.C. V2Y 1J6

Richmond office:

210-10271 Shellbridge Way, Richmond, BC  V6X 2W8

T: 604-729-7934

E: info@suzannejacobfinancial.ca

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