I focus solely on Financial Plans and Retirement Plans only. These are the two areas of finances I am passionate about! Why is this?
I believe in focusing on the full picture not just a single aspect of your finances.
Having an investment account without a plan is like running up the down escalator. Yes, you might make it to the top but it could take longer then expected, be difficult, and you could stumble. A proper plan, customized to your personal needs and situation, can turn that down escalator into an up escalator quickly. This means you can achieve your financial freedom easier, sooner and with less stumbling.
I work with you to educate you on all matters, answer all your questions, and provide you with options to meet your goals. I utilize the latest technology to work with you to create your plan. My financial planning and investment software can be changed in real time so you can see the impacts of changes instantly.
To learn more about the process keep reading, or follow the link to learn more about my services.
Don’t delay, book your first meeting online through my scheduling software now!
Working Together
Schedule meeting
Contact me via email, text, phone or social media to set up your free consultation. I will answer any questions you may have and let you know what to bring to the next meeting.
First meeting
I will gain a better understanding of your situation and you as a person. I will want to know your goals, risks, concerns, wants, and needs to help build your plan. I will also collect all relevant information at this time.
Present full plan
The next meeting I will present your customized financial plan and my recommendations to meet your goals. I will review all options to ensure you understand the impact to your financial well-being.
Monitor and review
I will continue to work with you over the years to monitor the success of the plan and make changes based on your lifestyle needs. We can meet annually or more often depending on your situation and goals.
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Client Testimonials
Don’t take our word for it – here’s what our clients say:
We had assistance from Aaron for a few different investments and he was fantastic to work with. Very knowledgeable and we are very happy and comfortable with where our investments were situated. He took the time to get to know us and was very flexible with our schedules. We would highly recommend using Aaron for your financial needs.
Aaron is straightforward, knowledgeable, and the results were impressive. Aaron understands what it takes to be mindful during trying situations as he completes the job. With his knowledge and advice regarding the various options presented I walked away knowing I made the appropriate decisions.
Aaron has been an absolute pleasure to work with! He was extremely patient with our crazy schedules and was able to set us up with the best plan for our sons education fund. Thank you Aaron for all of your hard work! We appreciate it!
Location
3688 Maple Crest Court
Inverary Ont
K0H 1X0
Meeting Locations
In person meetings available in Kingston west end, at your home, or via video conference
Phone
613-876-9899
Business Hours
Monday – Friday : 9a.m. – 5p.m.
Evenings and weekends by appointment only