CANFIN's Qualified Approach: Desired results are not an accident; they are deliberately planned and carefully executed. Wealth creation, management, preservation and distribution should be treated in the same way. Our approach in this area is composed of the following five tasks:
- Clarifying your present situation
- Identifying your goals, objectives, financial challenges, and opportunities
- Providing written recommendations and solutions for your needs
- Coordinating and implementing your plan
- Providing constant monitoring and scheduled periodic review of your plan to make adjustments if necessary