Our process

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We have created a process to identify the steps of our relationship from the beginning. See below if these steps align with your vision with a retirement planner. Our process has been designed for you to make informed and educated decision about working together. 

 This initial meeting will give us a chance to ensure your goals, needs and situation align with our expertise. This will ultimately allow both parties to make an informed and educated decision about working together. This can be over the phone or in person – your choice. 

 This meeting is where we get complete clarity on your goals, your unique financial situation and we can address any concerns you may have. We will ask you to bring certain financial documentation along with you to this meeting. Based on our conversation and the documents you provide, we will be able to answer any questions you may have. After the Discovery Meeting, our team begins our analysis and ensure the following;

• you can achieve your goals
• your portfolio performs at an optimal level
• your income stream is as tax efficient as possible
• you take advantage of any government benefits (if applicable) and;
• eliminate or at least reduce any risk s or threats to your retirement

  During this meeting, we present your plan in plain English so you know exactly what we are recommending and why. Ask us any questions you have, any concerns that may arise. We want you to be very comfortable with your plan and know that we are your guide during this whole process.  

Finding the right financial planner is crucial for your retirement. We are in no rush for you to make that decision; after all it is an important one. We want you to feel comfortable. Ask yourself some key questions:

• does our philosophy resonate with you?
• do the recommendations make sense to you?, and most importantly,
• do I trust my team at Basic Financial Services?

If you have answered YES to all of these questions, we will schedule our next meeting.

   At this time, we will answer any questions you may have and draw up the paperwork. We will walk through every document with you so you know exactly what you are signing and why. At that point, it will be official, you will have the team of Basic Financial guiding your through your retirement!