Why Choose Us?
We here at Moore Planning understand peoples different needs
RRSP TIPS & REMINDERS!
HOW TO CHOOSE A FINANCIAL ADVISOR
Enhancing the future of you and your loved ones
MORTGAGE INSURANCE VS INDIVIDUAL LIFE INSURANCE
We begin with an in-depth discussion of your current finances and future objectives.
Lets begin with an in-depth question table to help your objectives.
All terminolodgy from A through Z
CHOOSING A FINANCIAL ADVISOR
When choosing a Financial Planner trust is the major component when selecting who you want to advise you on your financial future.
Selecting a good Financial Planner is not easy. There are a lot of people out there who claim to be "Financial Planners", but finding one that is, is another matter!
Moore Planning Group is a team whose members combine 65+ years of financial planning, Investments and Insurance experience, specializing in comprehensive planning - the focus on the plan is what we believe makes us different.
Our planners have expertise in both the corporate and family markets, and educating our clients is our top priority. We therefore spend a great deal of time running client seminars, events and programs.
Picking Your Financial Planner: Some Tips
ARE YOU PREPARED?
A good financial planner will talk you through the process. However, if you research the subject on the internet you can make yourself more familiar with the terminology used when you meet.
WHERE DO YOU SEE YOURSELF DOWN THE ROAD?
Take your time and decide where you would like to see your financial status in the next 5, 10 or 20 years. Make notes that you can take with you to your meeting and ask if the planner can make these goals work for you.
DOES ANYONE KNOW SOMEONE WHO CAN HELP ME?
Everybody knows someone who they will have done financial business with over the years. Ask them if the person they know can help you achieve your goals.
CHECK THEM OUT BEFORE YOU GO.
Check your choices out on the internet and other resources. Ask you friends if they have used their services.
MEET WITH EVERYONE ON YOUR SHORT LIST.
Go and meet with those you have decided you may be comfortable with. Ask them what they can do for you and how they look after their clients. Do you feel comfortable with that person?
HOW MUCH WILL IT COST ME.?
Planners are compensated either by commission or by charging a fee. Decide which route you want to take and ask when you meet how they get paid.
CAN THEY DO WHAT I WANT THEM TO?
Ask each of your planners if they are certified and licenced to carry out the work you want doing. Remember there are people that state they are financial planners and they are not!
GET IT IN WRITING.
If you decide to go with a planner then insist on a written letter (An engagement letter) outlining the specific terms of the engagement and any potential conflicts of interest. The letter should also clearly disclose the planner's method of compensation and business affiliations.
Meet with them yearly to make sure that your plan is up to date and you are getting the returns you would like. Circumstances change both for you and in the financial world; it may need an adjustment to your plan to make sure you are on track.
IT'S ALL ABOUT FIT
Are you comfortable discussing personal issues with a particular planner, if not then he or she is not the right one! Honesty, trust and communication (on both sides) are critical to the success of the planning relationship.