Executive Financial Plan (Professionals, Executives, Business Owners)

A holistic financial plan aimed at high-earning professionals and executives who have complex needs and require multi-disciplinary advice. This level of planning is produced by a Certified Financial Planner (CFP) in collaboration with various other related specialists related to estate, taxation, asset allocation, and portfolio construction (CLU, CIM, CFA, CPA).

This plan includes:

• goal setting, professional and/or corporate objectives

• cashflow management & budgeting

• retirement (accumulation or decumulation)

• pensions, IPPs, alternative asset classes

• insurance & risk management

• debt & credit management

• tax planning & reduction strategies

• estate planning (Wills, PoA) & estate maximization