Aligning First-Hand Knowledge
With in-depth expertise.
At CI Financial Planning, we are interested in you more than we are your assets. We want to work side by side with people who share our vision of investing based on your values. So we are committed to continually working toward understanding your family’s values and desires. Not only will you be deciding if our services are right for you, we’ll also get a sense of whether your needs are a match for our company. We don’t want to take money from clients that would not benefit from our unique services. And should you decide that our services are not a good match, we also have partnerships with other financial professionals and services, and will gladly refer you to where you will find the most value.
We take a holistic approach to financial planning. Therefore our plans are dynamic and continuous, not meant to be a one-time project. We have engineered our process into six parts, to help your family at any stage in life. Whether you are just beginning and primarily focused on cash management, or already evaluating what will be left after you are gone, our process can guide you. Like any journey, each step is dependent upon the last. That is why our six programs all build upon one another instead of worked independently, and has a minimum commitment of one year. By structuring our process in this manner, we are able to focus on being thorough and can continue to spend the time creating quality work.
As a fee-only and fiduciary firm, providing you with the knowledge and resources you need to be successful is what we do best. Without commission incentives and conflicts of interests in the picture, we’re able to deliver recommendations that solely serve your best interests and values. There’s a lot of technical jargon in this industry, and we want to make sure the solutions we create are easy-to-understand so you can apply our insights throughout your day-to-day life.
Instilling Genuine Awareness
(Cash Flow Planning)
$50 per month- 1 Program
Minimum 1 year commitment