EVERYTHING YOU NEED WITHIN ONE FAMILY OFFICE
Financial Planning, Investment Management, Tax Preparation & Ongoing Financial Advice
Our My Planning® Process is ideal for individuals and couples who are looking for a personalized financial plan combined with ongoing & centralized financial advice.
Having 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
Look for a fresh start with your finances?
To schedule a consultation please ask for Susan Cornes at 514-419-5399 or by e-mail email@example.com