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Power of Why - Security Based Financial Planning, Halifax, Nova Scotia, Canada

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Power of Why

Financial Plan
Situational Financial Planning with The Power of WHY
Workshop Replay


"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"
- I will show you how and offer assistance if you choose.
Running Time 13 minutes 42 seconds

1. Start with the End in Mind

Link to Wealth Funnel Video and a Guide that is available for download (includes a fillable worksheet that calculates shrinkage).

2. Determine Direction

A checklist overview of "Business Financial Planning" to help you determine direction or if you are missing out.
The fillable pdf is available for download.

Protect and Grow Your Nest Egg
Business owners face big blind spot
Sample Strategies You want:
How to:

Link to downloadable Retirement Planning Checklist and What is a Successful Retirement?

Link to how much insurance is enough calculators and "How long will I live?"

3. Situational Planning with The Power of Why
WHAT MAKES ME DIFFERENT:
Certified Financial Planner with years of experience involving hundreds of scenarios.
There will be no direct charges to you for the planning services related to this engagement.

If a product is recommended to address your needs: executive benefit plans,permanent life insurance,term life insurance,universal life insurance,whole life insurance,business life insurance,guaranteed issue life insurance,disability insurance,critical illness insurance,retirement income plans,income annuities,joint annuities,annuities,RRSPs,GIFs,guaranteed investment funds,employee benefits,pension plans,mortgage referrals,

Get compensated:
For suggesting where to go  NO
If you choose to go YES

4. Fine Tuning with a Tax Professional

Review and co-ordinate with your CPA

NOTE:



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.

** 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  paul@jpw.ca
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