Get a second opinion about your financial plan.

Precision Financial has a team of financial planners that can help you create a comprehensive financial and investment plan using a simple and easy-to-understand method. It is an empowering feeling to know you have a financial & investment plan to help guide you; so let us help you develop yours!

couple reviewing financial plan

Our financial planning process

Identify needs

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Gather Information

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Develop Plan

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Present & Deliver

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Implement Plan

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Review & Update

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How it all fits together

Precision Financial's planners establish and define the relationship with our client. Our financial planners inform our client about the financial planning process, the services the we are licensed to offer, and our competencies, qualifications and experience. At this point, we determine whether the services offered by the planning professional and his or her competencies meet the needs of our client. Our financial planners consider his or her skills, knowledge and experience in providing the services requested or likely to be required by our client. Our planners discuss if he or she has, and discloses, any conflict(s) of interest. Our planners and our client agree on the services to be provided. We describe, in writing, the scope of the engagement before any financial planning is provided, including details about: the responsibilities of each party (including third parties); the terms of the engagement. We thoroughly discuss compensation and potential conflict(s) of interest that might arise. The scope of the engagement is set out in writing in a formal document signed by both parties or formally accepted by the client and always includes a process for terminating the engagement and a copy of our privacy policy.

Our financial planners and our client identify our client’s personal and financial objectives, needs and priorities that are relevant to the scope of the engagement before making and/or implementing any recommendations. Our planners then collect sufficient quantitative and qualitative information and documents about our client relevant to the scope of the engagement before making and/or implementing any recommendations. We may ask broad questions at this point and make assumptions where necessary. This only helps us identify areas which we feel might be important to address based on our thorough conversations.

Precision Financial’s financial planners consider one or more strategies relevant to our client’s current situation that could reasonably meet our client’s objectives, needs and priorities. We develop the financial planning recommendations based on the selected strategies to reasonably meet our client’s confirmed objectives, needs and priorities; and presents the financial planning recommendations and the supporting rationale in a way that allows our clients to make an informed decision.

The financial planning professional considers one or more strategies relevant to our client’s current situation that could reasonably meet our client’s objectives, needs and priorities; develops the financial planning recommendations based on the selected strategies to reasonably meet our client’s confirmed objectives, needs and priorities; and presents the financial planning recommendations and the supporting rationale in a way that allows our client to make an informed decision.

Our financial planners and our client agree on implementation responsibilities that are consistent with the scope of the engagement that we enter into, our client’s acceptance of the financial planning recommendations, and our financial planners ability to implement the financial planning recommendations either in-house or based on a referral to a third party (or a combination thereof). Based on the scope of the engagement, our planners identify and present appropriate product(s) and service(s) that are consistent with the planners recommendations accepted by the client.

What is a financial plan?

A financial plan is a comprehensive evaluation of an individuals current and future financial state by using currently known information and variables to predict future income needs, cash flows, asset values and withdrawal plans. Most individuals that are wishing to develop a formal financial plan will work in conjunction with a financial planner and use current net worth, tax liabilities, asset allocation, and future retirement and estate plans to develop their financial plans. The information provided to the financial planner is used along with estimates of asset growth to determine if a person's financial goals can be met in the future, or what steps need to be taken to ensure that they are.

Get a second opinion about your financial plan

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