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Life Cycle Stages (Accumulation/Wealth - Early Career (Self Focus)…

- - - - Debt Consolidation
    - - RRSP 26K
        
        Minimum 50K HomeBuyers Plan
    - - 18% Earned income In Savings
    - - wills
        
        Guardianship
      - PoA Health
      - PoA Property
      - Pre-Nup
      - Family Law
  - - - Simple Debt Analyzers (SWIFT)
      - Insurance Needs Analysis
      - Access to their complete financial picture
        
        Net worth
        
        Spending Habits
- - - - Cash Flow
      - Net Worth
      - Income Statements
  - - - Estate Capital Needs
      - Goals priorities
      - Assets/ Liab
      - Retirment Capital Needs
    - - Critical Illness
    - - Shareholders Agreement
      - Buy/Sell Agreement
      - Mortgage Contracts (closing)
  - - - Parents
      - Family
      - Self
- - - - life
      - disability
      - A&S
    - - Will
  - - - What IF
    - - API
- - - - Estate Planning
  - - - Trust
      - Business planning
      - Estate Freezes
    - - Estate Tax
      - Charitable planning