Fee-Only Financial Planning / Advising in Kitchener Waterloo Cambridge - WD Development

 

 

 

Change the way you relate to your money

 

 

 

 

Step 1

 

Book a Meeting

 

 

 

 

Step 2

 

Start Planning

 

 

 

 

Step 3

 

Get Solutions

 

 

 

 

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Reduce Uncertainty, Understand Options, Choose Solutions

 

Concept of path branching to different directions

Family Separation Planning

Get advice on the what, how and what next when your relationship changes.  Clarify what you own, what you owe, your options for division and how those options will affect each of you.  Then take a look at what comes next based on the choices you have.

 

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Concept of winter changing to spring

Life Change Planning

Sudden change comes with uncertainty.  Even good news change like a financial gift.  If you're experiencing a change like career transition, job loss, change in health or inheritance/ significant financial gift- get advice so you understand your current situation and the options available.

 

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Personal Planning

Ready to stop asking yourself the same questions over and over?  Want to understand your current situation and how to make changes that last?  You need a plan.

 

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Business Planning

Businesses reflect not only the owner’s dreams and plans.  They also take on a life of their own, as economies, employees and technologies change.  Get a plan that looks at where you are, where you want to be, and how you're going to get there.  If you have business partners, get advice on aligning your collective goals with the business as it is today and how you want it to be.

 

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Latest Blog Posts

5 ways to pay for post-secondary education
2022.05.09 - by: Sara McCullough
Education is an important step in many careers, and it can be expensive.  Five ways to fund education costs   1. Using a Registered Education Savings Plan (RESP) in Canada or a 529 plan in the United States   Both of these plan types are designed to give parents/grandparents/ family & friends a place to save for a child’s post-secondary education costs.  The contributions made to the plan are not tax-deductible, however, the investment returns within the pla... Read more >>
How to manage your expenses once you have a baby
2022.04.11 - by: Sara McCullough
STEP #1   Know your income.  It seems like a silly step, but many of us don't know our after-tax, after-deduction income.  I mean what lands in your bank account after your income taxes have been deducted, any costs that you pay for a health benefit plan (FYI- that disability insurance that you have through work? lots of us pay for our own disability insurance with after-tax dollars, which is a great thing.  And it reduces how much of your salary you take home), and any... Read more >>