1. Welcome to TD Wealth Financial Planning
Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
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As a planner with TD Wealth Financial Planning, I am passionately committed to providing my clients a fully integrated financial plan that balances living life today with setting goals for tomorrow. I take the time to understand, not just their current financial circumstances, but also the objectives and motivations integral to it. Whether you are planning for retirement or starting a new business, I am here to help guide you every step of the way.
In my role, I focus on four key areas:
Certificates
BA
CFP®
Languages
English
Mandarin
Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.
We’ll stay in touch with you, keeping you up to date on what matters and we’ll do so in a way that makes sense for you.
Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.
We’ll stay in touch with you, keeping you up to date on what matters and we’ll do so in a way that makes sense for you.
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