T (604) 729-7934

FINANCIAL PLANNING

PROCESS

THIS PROCESS CONSISTS OF 6 EASY STEPS:

1

2

3

4

5

6

Establish the client-planner engagement

 

Gather data and determine 
your goals and expectations

 

Clarify your financial status & identify problems and opportunities

 

Develop and present

the financial plan

 

Implement your
financial plan

 

Monitor your
financial plan

 

WHAT SHOULD YOU BRING FOR OUR FIRST MEETING:

  • Notice of assessment from Revenu Canada

  • 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

 

Richmond office:

3000-8171 Ackroyd Rd.,
Richmond, B.C.  V6X 3K1

 

Vancouver downtown office:

800-1185 West Georgia St.,

Vancouver, B.C. V2Y 1J6

 

T: 604-729-7934

E: info@suzannejacobfinancial.ca

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