A financial plan begins with a life plan
Jackie Porter is an award-winning financial planner who has been in the financial industry for the past 18 years serving thousands of families, established businesses, and professionals in the GTA. She also helps professionals who are experiencing a life change by receiving a settlement or severance package. Her practice focuses on cash flow management and tax planning. She is a featured speaker and advocates for numerous corporate, professional and charitable organizations.
How does Jackie add value to your finances?
In her role as a certified financial planner, she helps busy professionals make informed decisions by helping them to see their financial circumstances clearly. This is accomplished by working with her client's “team of advisors” to create a “360” degree snapshot of their current and future financial circumstances. In addition, Jackie specializes in helping professionals who are experiencing a life change by receiving a settlement or severance package.
Single by Choice or Chance?
If you are over 45, single by choice or chance, living in Canada today and are examining the options for your future, this book is for you. The path you take depends on your preparedness from where you will live to how best to cope with aging parents and how you will address your own financial future. This book will assist you in designing a life plan that encompasses not only financial goals but also your other life priorities- such as career, relationship, and other personal goals. Read on to find your own path to a happy, healthy, and financially stable and longer life.
Launched on Monday, October 24th, 2017