A financial plan is at the core of everything we do, like using a blueprint to build a home. You don’t start building a home without a blueprint and you don’t start putting an investment portfolio together without a financial plan.
Slater Financial – Financial Blueprint
The way to think about it is like a blueprint for your dream house where you're putting in all the things that you want in that dream house and then we take that information and construct a financial plan. What we do take into account is all the different factors that may be short term things like what you're saving and how much you're saving, what your long term goals are, whether it be retirement, whether be buying another property. Do you want to create a legacy for your children? Do you have a favorite charity or foundation? And we make sure we fully understand what your goals, objectives and dreams are. We consult our experts and we put together recommendations and it's only then that we can really implement the foundation for your future.