Are Your Personal and Financial Plans Integrated?

Has someone looked at all aspects of your planning both personal and financial to ensure that they are integrated?

At Covenant, we understand how to integrate your personal life and financial life working as a team using an integrated planning process.

Unless all areas of your planning are integrated, your plan cannot be optimized, this includes both the soft interpersonal issues and the hard financial issues. Often planning occurs in separate silos on a transactional basis.

At Covenant, we integrate these silos of information into your plan. Having an integrated plan will help you to maintain healthy family relationships and maximize the impact of your wealth. You will get from thinking you might have a plan to knowing you have a fully integrated plan.

If you would like to learn more about how you can integrate all of your plans, email me at rob@covenant.ca