Skip to main content

Financial Planning

A goal without a plan is just a wish

A goal without a plan is just a wish

Those who have achieved success understand that comprehensive planning is paramount to goal attainment, but they also know that the journey to success never plays out exactly as planned. Thus, the ability to adapt and remain disciplined are key.

Through our expertise in Financial Planning, Verus Financial at National Bank Financial has been able to provide individuals and families with peace of mind by building fully personalized and comprehensive wealth plans that can adapt to any dynamic. For over 40 years, we have helped deliver real results and provide financial clarity in a multitude of environments and circumstances.

Key Highlights/Items you receive

  1. Personalize Road Map
  2. Budgeting
  3. Cash Flow Analysis
  4. Family Balance Sheet
  5. Retirement Projection
  6. Peace of Mind

Financial Planning Process

Having a disciplined and adaptable process is at the heart of everything we do at Verus Financial. Our expertise in Financial Planning is no exception to that fact.

We have a holistic process that not only provides a disciplined structure to your wealth, but also the ablility to adapt as you and your family move from one stage of life to the next. We work with you to design a completely customized plan centered around you and your families’ goals and priorities.

The Holistic Verus Financial Planning Process

Six Benefits of a Financial Plan

Financial Planning isn’t just about investments and building a portfolio. It’s about receiving the professional advice you need to get the most out of your assets so you can finance your dreams and plan for your future. Below are the six key benefits of a Financial Plan.

  1. Personalized Road Map
    A Financial Plan creates a completely customized and personal road map for you and your family. Also, it helps pave the way to success by bringing focus and strategy to your unique goals; whatever those may be.
  2. Highlights Strategic Opportunities
    Family finances are complex; therefore it is imperative that a qualified expert highlights potential weakness and opportunities in your personal circumstance. The ability to utilize all our experts (estate planners, insurance specialists, private bankers, etc.) and have them collaborate as a team is paramount to goal attainment.
  3. Adaptability
    Life is unpredictable. There’s no avoiding it. Thus, the ability to adapt and move in a different direction is essential. A Financial Plan is designed to be highly adaptive to the many obstacles that life throws our way.
  4. Discipline
    A Financial Plan brings discipline and structure to you and your family’s goals. The overarching process is built to keep you on track for the road map we have paved.
  5. Holistic
    A Financial Plan is holistic in nature, as it focuses on goals with monetary value, but also ones without. Many aspirations in life do not have a specific dollar amount, but that does not mean they should be excluded from your overall plan. As a result, our process is built to incorporate those items into one comprehensive and holistic life/family plan.
  6. Peace of Mind
    With a Financial Plan in place, you can put your worries at ease. Our extreme dedication to process and ability to be adaptive will give you high sense of security.

Planning is critical to success. Whatever that success may look like. Contact us today and find out how we can help you achieve your goals through a carefully thought-out Financial Plan.

Let us help you create the life you’ve earned. We have the expertise required to navigate life’s trickiest transitions and create enduring family legacies for generations to come.

From personalized investment portfolios to in-depth financial planning to nurturing your business transition; we provide the expert advice and holistic wealth management you need to feel confident in your family’s future.