We apply a values-based investment strategy with personal financial planning in Caledon.
If the thought of tackling personal financial planning creates stress for you, know that you aren’t alone. Also know that our team at BlueRock Wealth Management can help. We understand that every person has unique goals when it comes to their finances, and we can help you with every aspect of personal financial planning, so you feel confident you are set up for success.
We take a three-tiered approach to personal financial planning, so we can more accurately capture your financial goals and give you confidence that your needs are met.
- We start by discussing your current financial situation and will focus on your financial and non-financial priorities, so we can create a customized action plan. Getting a sense of your unique goals will help us develop a plan that works for you.
- Next, we apply a values-based investment strategy to identify new opportunities worth pursuing. We can even work with your lawyer and accountant to help you reach personal financial planning goals.
- Thirdly, as your financial plan matures, we will track and monitor your progress and keep a watchful eye on the tax implications of your plan. Then, we’ll review and make adjustments as needed.
At BlueRock Wealth Management, we believe that creative personal financial planning in Caledon, Ontario can help you adapt your plan to your life as it evolves. If you have questions about personal financial planning or you would like to speak with a financial advisor at BlueRock Wealth Management, contact us today to get started.
At BlueRock Wealth Management, we offer personal financial planning services in the Southern Georgian Bay Region, including Collingwood, Creemore, Thornbury, and Wasaga Beach. We also serve most of South and Central Ontario, including Toronto, Oakville, Burlington, Kitchener, Waterloo, Guelph, Caledon, Barrie, Orangeville, Saugeen Shores, and Owen Sound.