I'm a Financial Consultant, with two Accounting Designations,
CPA, Canada, and,
Plus 17 years of accounting and finance experience specialized in small businesses.
I Provide comprehensive financial plan to help my clients reach their financial goals.
The plan will cover and based on the following major financial disciplines:
Cash Flow Management
But to make more sense for you that what does the above principles means I would like to provide you some examples as below.
Having your own paycheck when you retire not depending on government money
Transferring your wealth and what you have built over the years through hard work in your life, to your beneficiaries, your children, your wife and next generation, while minimising or completely removing the affect of taxes applicable
Protecting you against critical illnesses, creating income for you if you become disable (short term or long term), protecting your loved ones in case you pass way or providing long term care when you are senior
Paying less taxes to the government, having your money in your pocket and spending it for you family, going vacation, investing it, etc.