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Financial Planning

Cash or Financial Management in Cranbrook

From paying back your student loans; to buying a home and providing for your family; to retiring and planning your future; your financial life is always evolving. It can be difficult to implement a plan that suits your current situation, while at the same time addresses your future financial goals. If you are looking for unbiased advice about your financial situation, look no further than Leanne M. Goddard, Chartered Professional Accountant.

Your choice for Financial Planning in Cranbrook

I, Leanne M. Goddard, am here to integrate a plan that works for you. My objective is to help you make informed decisions about your finances today, so you can meet your financial goals in the future.

Rather than a one-size-fits-all mindset, I approach financial planning with your particular circumstances in mind. I take into account your investment goals, current financial needs, and current business climate. I will work with your investment advisor to ensure you are on the path to reaching your financial goals.

Contact me today to learn how you can:

  • Minimize taxes
  • Enhance cash flow
  • Improve your retirement plan
  • Protect your assets
  • Estate planning

When it comes to finances, failing to plan is planning to fail

It is never too early to start planning for your financial future. The decisions you make today will have a huge impact on your life later down the road. With a Chartered Professional Accountant, that future looks bright. Throughout the years, I have helped countless individuals with their estate planning, retirement planning, and every day finances. When you team up with me, I will be with you every step of the way. I will keep you in the loop and make myself available to answer any questions that you might have. If you are in or around Cranbrook and in need of financial planning services, give me a call to set up a consultation. I am looking forward to helping you reach your financial goals.