Our Process – Comprehensive
Strategic financial planning takes into account the interrelationships among all aspects of your financial situation. These include: financial management, insurance and risk management, investment planning, retirement planning, tax planning, estate planning along with legal aspects. Our role is to advise you on all of your personal and business financial planning needs.
A true financial plan will address your big picture and consider all relevant aspects of your life. Our comprehensive financial planning process takes all of this into account and ensures strategic integration across each of the key financial planning areas. In order to effectively and efficiently accomplish this, we have created a detailed and disciplined financial planning approach to ensure that all bases are covered and steps are taken to maximize your wealth, minimize your taxes and secure your financial future.
- Introduction Meeting – a detailed assessment of your current situation and discussion of your future financial goals and objectives.
- Comprehensive Analysis – by asking the right questions, we are able to prepare a comprehensive analysis of your situation to identify issues, challenges, gaps, or problem areas and also recognize opportunities that will significantly enhance your current and future financial well-being.
- Recommendation Meeting – a step-by-step summary of what actions you can take to significantly enhance your financial situation. Education with clear communication is our top-priority.
- Implementation – at this stage we assist you in taking action on your financial planning.
- Management – this is the on-going monitoring, reviewing, updating and management of your financial planning. As things change, it is important that we review and update things so that you remain on track.
Testimonials
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I started investing for retirement late. For almost 10 years Nelson has been advising me on financial planning and how to achieve my retirement goals. Thanks to his help and sound advice, I have been steadily building my retirement fund through the markets' ups and downs and I feel confident that I will achieve my goals. I would not hesitate to recommend him to anyone who needs a financial planner. Nelson and his team are always available to answer my questions.
Wanda Simek, Lawyer
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I’ve been working with Nelson for many years now and can I can strongly recommend WealthSense Financial Group. His financial planning advice always shows strong diversification and fits well with my risk tolerance patterns. His input has set up a strong retirement platform for my wife and I.
Alistair Stewart, PhD
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We had connected with Nelson through a professional group and have had an exceedingly productive partnership with him for the last 5 years. He has an exceptional understanding of both of our diverse professional needs and also a wealth of contacts who are able to help us with any aspect of our finances. We have and will continue to unequivocally recommend him to our friends and colleagues.
Dr Chelsea Elwood, Obstetrics & Gynaecology
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WealthSense Financial Group has been a great resource to me and their service is excellent! I would recommend them to anyone who wants to take their financial planning to the next level.
Kevin Wong, CPA, CA
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As a business owner, Nelson and his team have provided us with the knowledge, guidance and the necessary financial planning tools to help us realize our goals of building sustainable wealth and a comfortable retirement for our future.
T. Anderson, Anderson Brothers Trucking
