( a checklist to checkout if you are missing out)
A checklist overview of "Business Financial Planning" to help you determine direction and if you are, or will be, missing out.
The fillable pdf is available for download.
If you are in Nova Scotia, you have the option of discussing and/or completing as part of a complimentary initial consultation.
Paul is a Certified Financial Planner (CFP) licensed by the Financial Planners Standards Council; Financial and Estate Plans are provided under that license.
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 this article is 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.
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