Although the financial planning process normally takes more than one meeting, here’s what you can expect from your first strategy session.
#1: Getting to know you and your family.
#2: Determining your goals.
#3: Analyzing your finances.
#4: Presenting our recommendations for you.
Are you ready to meet with an MD Advisor? We help Canada’s physicians and their families achieve financial peace of mind. We understand your medical career and physician family finances. We take the time to understand you. See how a plan that’s unique to you can help your overall financial picture.
Learn more: http://spr.ly/6187uHSgT.