EVERYTHING YOU NEED WITHIN ONE FAMILY OFFICE
Financial Planning, Investment Management, Tax Preparation & Ongoing Financial Advice
Our My Planning® Process can help you become better organized and more confident with your personal finances. We believe that a process for your finances is important for two reasons:
We focus on what matters to you the most
We focus on variables we can control
Looking for a fresh start with your finances?
To schedule a consultation please ask for Susan Cornes at 514-419-5399 or by e-mail firstname.lastname@example.org