Financial Planning
At Elite Private Wealth we take a wholistic approach to financial planning. By offering a wide breath of services we ensure that all parts of your financial plan work towards a common goal.
What does this mean?
allowing you to achieve financial success.
Some advisors and planners only provide a fixed number of services. Meaning that you would need to deal with several professionals in order to complete the financial planning process. The issue with is that, there is no communication between these professionals, meaning each one can be pulling you in a different direction.
With Elite Private Wealth, we deal with all parts of the financial planning process and work with closely with professionals in the areas we don’t provide services in. This ensures that everything is moving towards one common goal, allowing you to achieve financial success.
Here are the steps to the Financial Planning Process
steps to the Financial Planning Process and your success
01
Establishing and defining the client-planner relationship
02
Gathering client data including goals
03
Analyzing and evaluating the client’s current financial status
04
Developing and presenting recommendations and/or alternatives
05
Implementing the recommendations
06
Monitoring the recommendations
Give us a call today at 905-707-5620 to learn how our dedicated team can build a stellar portfolio to keep you secure well into retirement.
How are We different?
maximize your income and unlock piece of mind in easy steps
Fee Based Asset Management
Benefit from increased transparency and lower investment fees by negotiating the fees you pay for advice
Portfolio Analysis
After careful analysis of your goals we build portfolio aimed at reducing risk and improving performance
Working with a CFP®
The Certified Financial Planner® (CFP®) designation has been recognized as the standard for financial planning.