Planning with WHY? - Situational Financial Planning, Halifax, Nova Scotia, Canada

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Situational Financial Planning
Planning with WHY?
J. Paul Wilson, CFP®, ChFC®
 Halifax, Nova Scotia , Canada   
Unlock the power of your WHY.

A 5 Step Process to save you time, money and taxes.

Financial plaang, estate planning, tax planning, investments,  insurance, annuities, mortgages, cash flow, debt, government benefits
Information Overload? Where to start?

Self Employed in Nova Scotia Inadequate tax savingsOpportunity knocksBuying homeBuy/transition/sell businessExpanding businessDisability/ critical illness/death Wealth transitionLegacyRetirement Marriage/divorceBirth childPurchase investment propertyDebt managementToo much “stuff” too little timeNew Canadian

You will get all you want in life if you help enough other people get what they want.” - Zig Ziglar
What we do is empower you with a 5 Step process to:

1. Clarify what you want
2. Design a strategy to get what you want
3. Find the money to fund what you want

Then if you want, we will "tell you where to go."

Bottom Line: You Save Time, Money and Taxes
Want to learn more?
Many people have a multitude of advisors – accountants, lawyers, stockbrokers, bankers, mutual fund sales people, mortgage brokers, and insurance agents. The challenge is that with so many advisors offering well meaning, but often-conflicting advice some of their clients are frozen like deer in the headlights. Worse still is that in many instances RISK is unintentionally increased.

Financial Planners understand how the "pieces of the puzzle" fit together

Working with an experienced CFP (a Certified Financial Planner licensed by the Financial Planners Standards Council) can potentially reduce risk and increase the reward.
Strategies usually require money - Financial Planners are specially trained to "find money".

In a past life, Paul recruited and trained financial advisors to do the calculations and then design strategies aligning the resources towards clients’ objectives. He has helped design literally hundreds of strategies and will refer /work with your CPA  and other professionals.
“If it is to be, it is up to me.”
— William H. Johnsen
"You have to do it by yourself and you cannot do it alone."
- Martin Rutte

Get compensated:
For telling you where to go  NO
If you chose to go YES

Situational Financial Planning

The financial services provided as part of this engagement are of a limited nature and should not be considered as comprehensive financial planning advice.

There will be no direct charges to you for the planning services related to this engagement.

We receive or could receive, a commission or fee for financial products and for introductions to other professional services. If that is the case, you will be informed. We take the potential of a conflict of interest seriously.

All recommendations, including those involving the sale of a financial product, are made with only your best interests in mind. We will notify you if there is a conflict of interest of which we become aware regarding our recommendations to you.

Any recommendations involving the sale of investments and/or insurance will be provided through the arrangements outlined in the Disclosure to Clients.

Paul is a Certified Financial Planner (CFP) licensed by the Financial Planners Standards Council.

The information contained in this website is intended to provide general guidelines only. The application and impact of the law can vary widely from case to case based on the specific or unique facts involved. Accordingly, the information in articles are not intended to serve as legal, accounting or tax advice. Users are encouraged to consult with their professional advisers for advice concerning specific matters before making a decision.

** Email Disclosure: For your convenience, you have the option of contacting by email. Please note that no email is 100% secure. Only provide us with your contact information and your question. Do not include sensitive information such as income, social insurance number.

J. Paul Wilson, CFP®, ChFC®
Certified Financial Planner
27 Blue Thistle Road Halifax, Nova Scotia, B3S 1M3
Office (902) 405-8665 Email
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