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Financial Planner Vancouver

Financial Planner Vancouver
If you’re searching for a professional financial planner, consider the experts from Chalten Fee Only Advisors in Vancouver. They’ve helped countless locals gain control of their finances so they can build a better financial future for themselves and their families. 
A financial planner does much more than just help you balance your bank account and make a good investment- that’s only the starting point! It all begins with the investment management process that will ensure that their approach is customized to meet your needs. The investment management process will involve the following steps:
- Define your investment goals
- Understand your capacity and tolerance for investment risk based on your individual finances
- Develop an Investment Policy Statement that will be your guide through the investment approach and your strategy going forward
- Determine your exact asset allocation
- Establish the right investment accounts to meet your goals and situation
- Choose the right funds and ETFs and then deduce in which of your accounts to hold them- either in registered or non-registered accounts
- Decide when it’s time to rebalance your portfolios
- Create an investment timeline and plan
- Manage ongoing investment management activities including monitoring, rebalancing and reporting
- Manage ongoing planning to ensure that your investment strategy continues to meet your needs
It can be very beneficial to hire a financial planner from Chalten in Vancouver. It’s important to recognize that financial advisors are not just for the wealthy anymore. Some of the benefits you can enjoy from working with a planner include:
- The experience that comes from working with an expert in finances can really go a long way toward building a successful financial future for you and your family. A financial planner has the ability to assess your financial situation through looking at your taxes, your income sources, liquid and other assets, your will, your insurance policies and all other aspects of your finances can come up with a strategy that will help you reach your goals.
- Perhaps you’re unable to identify your goals or are having a hard time putting them in words. Here is another area where a financial planner can be of great help. In Vancouver, Chalten Advisors works with locals to identify what their clients goals are so they can work toward achieving them. 
- Clients seek out financial planners because of their ability to help with one of the most important aspects of being able to reach a financial goal- staying the course. It’s easy to get side-tracked along the way when a get-rich scheme comes along or an investment opportunity that really looks like a great thing. Your financial planner can keep you focused on your long-term plan and help you see why it’s a better idea to stick with the original strategy.
Contact a financial planner from Chalten Fee Only Advisors in Vancouver to learn more about their services and how they can help you. Feel free to call their office at 604-922-7880 if you have any questions or wish to set up a free consultation to discuss your finances.
Financial Planner Vancouver
Chalten Fee-Only Advisors Ltd.
604 922-7880
1300 - 1500 West Georgia Street Vancouver, British Columbia V6G 2Z6

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