You Answered: 0 Yes / 0 No
9 or more YES:
If you scored 9 or more YES responses here is what you should do. At your next meeting with your advisor, thank them for the work they are doing for you. It sounds like you are quite happy with their service, strategy and relationship and you should be happy to have them on your team.
However…
2 or more NO:
In the event that you scored 2 or more NO responses it appears that something is not quite right. It could be the service you are receiving from your existing relationship is not what you had hoped, it could be that the strategy(ies) you are using are not in line with what you feel you need or it could be that the relationship you feel you have with your existing advisor is not working as you had hoped. Either way, it looks like you are in need of a change.
If this is you, the recommendation is for you to take advantage of a Free, No-Obligation introductory appointment with a Certified Financial Planner.
So, where do you find one to meet with?
Well, if you are in and around the Toronto area (or the Caledon area) you’re in luck. I would like to invite you to call our office to book a free, no-obligation introductory meeting with one of our Certified Financial Planners who specialize in working with clients through The KAIZEN Financial Planning Process.
Please call 416-626-6515 x23 to book your free, no-obligation introductory appointment.
However, if you are not in the Toronto or Caledon area, please call or email our office for a referral to a website that will allow you to search for a qualified Certified Financial Planner in your area.
