1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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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:
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Our discovery process focuses on understanding your priorities and goals in order to better support them.
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.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
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.
When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.
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.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
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.
When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.
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.
Your priorities are important to us. We can work together towards your goals, and can help with:
Work with us to assess and recommend strategies that can help to reduce your tax burden, and:
We can offer strategies to help you become retirement-ready by discussing questions like:
Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
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