Financial Planning
Financial planning encompasses retirement planning, investment planning, risk management (insurance) and estate planning. Financial planning is a process designed to help you get started on the road to financial security by taking all of these areas into account, and implementing a plan to take you from where you are now to where you want to be in the future.
The Financial Security Planning Process - Client Discovery
At Plater Financial Inc., we like to offer all potential clients a complimentary 30-minute introductory meeting that allows both parties to communicate their needs and expectations in a Financial Security relationship. If both parties agree that there is value in continuing to develop this relationship, a secondary Financial Security meeting is scheduled. Based upon the information exchanged within the introductory meeting, potential clients are given the freedom to decide the role Plater Financial Inc. will take in overseeing and servicing their financial security planning needs.
Information Gathering
Net Worth Employee's Pay Stub Employer's Pension Life Insurance Policies
Cash Flow Benefit Booklet CPP Statement Disability Policies
Tax Returns Investment Statements Mortgage Statement Other Loan Statements
Latest Will Power of Attorney
Goals & Assumptions
Retirement Income Continuance Education Funding Major Purchases
Retirement
Planning
Expense Projection Pension Projection Investment Projection
Investment
Planning
Risk Tolerance Questionnaire 6 Investor Mistakes/Challenges Investment Process
Investment Philosophy Investment Policy Statement
Risk Planning
Life Insurance Critical Illness Insurance Disability Insurance Long Term Care Insurance
Estate
Planning
Estate Analysis Executor Checklist Planning Checklist Will Plan