Why use a planner?

Often a specific event or need will trigger the desire for professional financial planning guidance. These might include:

• Saving enough for retirement, or rolling over a pension
• Handling the inheritance of a large sum of money or other unexpected financial windfall
• Preparing for a marriage or divorce
• Planning for the birth or adoption of a child
• Facing a financial crisis such as a serious illness, layoff or natural disaster
• Caring for aging parents or a disabled child
• Coping financially with the death of a spouse or close family member
• Funding education
• Buying, selling or passing on a family business
• Other activities where reviewing and modeling financial data to select the best financial alternatives possible is necessary

Why use a planner?

Often a specific event or need will trigger the desire for professional financial planning guidance. These might include:

• Saving enough for retirement, or rolling over a pension
• Handling the inheritance of a large sum of money or other unexpected financial windfall
• Preparing for a marriage or divorce
• Planning for the birth or adoption of a child
• Facing a financial crisis such as a serious illness, layoff or natural disaster
• Caring for aging parents or a disabled child
• Coping financially with the death of a spouse or close family member
• Funding education
• Buying, selling or passing on a family business
• Other activities where reviewing and modeling financial data to select the best financial alternatives possible is necessary