There once was a lucky woman. She married a very handy tradesman. They loved to go camping and for ATV rides. She asked him if he could build a custom trailer that would double as an ATV toy hauler and a camper.
She knew that you could buy toy haulers, but she wanted one customized exactly to what their needs were.
Many hours were spent dreaming up what they wanted. They went back to the drawing board over again until they had designed something perfect for the two of them.
They had to consult with experts to make sure their trailer would be road legal and safe. They were able to adjust their design along the way and make changes as needed.
At last, they were able to take it to their favourite campground and use it. It was perfect!
So what does building a custom trailer and financial planning have in common? No two custom builds are the same.
Certified Financial Planners are professionals, who work with clients to design and build a financial plan that is tailored to the client’s unique needs. Whether the needs are personal or corporate, a financial plan is important.
Certified Financial Planners look at where you are at, where you want to go, and together develop a blueprint of how to make that a reality.
They then annually review the plan, modify if needed, and keep working together to help achieve the financial goals.
This provides the client with the confidence that they have a plan to earn income, grow and protect their wealth. Their family enjoys the fruits of the plan.
A good financial plan, like a perfectly designed RV, features all the right options that suits the client’s needs. Creating a unique and personalized financial plan customized specifically for you is what a Certified Financial Planner can do.
By Amanda Van Soelen, Certified Financial Planner with Royal City Asset Management