Fact Gathering
A customized questionnaire based on the findings from the initial discussion is the essence of the Fact Gathering process. The result is a questionnaire that is shorter than most and easier to understand and follow as it pertains to only information required in order to provide details on the topics discussed in the Initial Discussion.
No two Financial Plans are alike and therefore no two Financial Planning questionnaires should be either.
A typical plan may require the following information;
- Family Budget
- T1 General
- Wills
- Insurance Policies
- Investment statements (both non-registered, registered, and pension plans)
To view our information video about the life planning process click the link below:
