What is Financial Planning?

Financial Planning can take many different forms. Our definition of Financial Planning is very simple.

“Financial Planning is deciding where you want to be financially and making realistic plans to get there.”


For some clients this definition might include a complex investigation of their present situation, tax analysis, estate analysis, risk management and insurance analysis or portfolio analysis.

For other clients, this definition might simply include starting their first RRSP, arranging a debt reduction program or saving for their first home.
At Excalibur Executive Planning Inc., every client is seen as unique and we approach the financial planning process according to your needs and comfort level.

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