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:
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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