100 - 237 Brownlow Avenue, Dartmouth, Nova Scotia, Canada, B3B 2C6
C: 902-449-7637
O: 902-404-8410

Summer is a great time to visit financial planning

There is often an excuse to avoid financial planning but summer shouldn’t be one of them. This time of year can be a perfect time for a little financial planning. Perhaps, set reasonable goals though for how much you want to do. It may be to re-visit the budget/cashflow area or it might be to look at the security planning. As a financial planner, we want to help clients reduce stress and promote financial wellness in the family.