Our Planning Process

Portfolio Planning Process

At Portfolio Planning, we believe that successful financial planning requires a personalized approach that is tailored to each individual client’s needs. That’s why we follow a comprehensive six-step financial planning process designed to help our clients achieve their unique financial goals.


Discovery Meeting

In this initial meeting, we get to know you and your financial situation. We'll interview you to determine if we're a good fit for each other, and if we can add value to your situation better than anyone else. This meeting is all about understanding your needs, goals, and values.

Fact Finding Meeting

During this meeting, we will spend a couple of hours discussing the what and why of your life. We'll delve deeper into your goals and priorities, and gain a full understanding of your values and past experiences. This step is critical to the success of the planning process because we believe that a financial planner can only truly be successful if we understand our clients on a deeper level.


Cash Flow Analysis & Client Portal

Here, our para planner will jump in to help you create or assess your budget. Depending on your goals, we may review this more than once a year. We'll also create a unique client portal for you, which is a one-stop-shop for all your financial information. This is a value-add service that sets us apart from other financial planners.


Strategy Session

In this step, we combine all the information we've gathered about you to create a personalized financial plan designed to help you achieve your definition of success. This plan will include specific recommendations to help you reach your goals.


Delivery Meeting

Here, we'll present your financial plan and discuss the action items necessary to implement it. We'll set up a plan for implementation, and we'll provide ongoing support to help you achieve your financial goals.


Ongoing Support

As a financial planning client of ours, in addition to your annual meetings, you'll also have exclusive access to our monthly webinars, quarterly investment discussions, and monthly newsletters. We believe that ongoing support is critical to achieving long-term financial success.


Send us a message

If you’re looking for a financial planning firm that puts your needs first, look no further than Portfolio Planning. We are quickly becoming one of the most sought-after financial planners in Canada, and we invite you to book a meeting to see why. Contact us today to schedule your free consultation and take the first step towards securing your financial future.

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