THE FINANCIAL PLANNING PROCESS
Shabnam Noorani
Financial Services
The Financial Planning Process is never an easy task. Many of us have every intention of putting our financial plan together but most of us fail. A comprehensive financial plan can enhance the quality of your life and increase your satisfaction by reducing uncertainty about your future needs and resources.
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HOURS & LOCATION
Location
7030 Woodbine Avenue, Suite 300, Markham, ON, L3R 6G2
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227 Owen Blvd
Toronto, ON, M2P 1G9
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Tel: (416) 830-5475
Email: shabnam@thenooranis.com
Hours
Monday - Friday
8:30 am to 5:30 pm
Saturday
9:00 am to 12:00 pm
Evenings by Appointment
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Determine current financial situation
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Goal Setting and Data Gathering
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Financial Analysis
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Plan Formulation and Recommendations
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Plan Implementation
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Monitoring and Plan Review
We don’t miss a step.
THE FINANCIAL PLANNING PROCESS
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Investment Planning
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Cash Flow Planning
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Debt Management
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Education Planning
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Estate Planning
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Insurance Planning*
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Retirement Planning
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Income Tax Planning
COMPREHENSIVE FINANCIAL PLANNING
•Insurance products and services distributed through Qualified Financial Services.
•Insurance license sponsored by Industrial Alliance.